Our thoughts on the markets and actionable ideas to better manage your investments.
Friday, September 11, 2020
This week’s recent volatility put technology exposure in focus as tech led the markets lower after all indexes set new all time highs. Now don’t get me wrong, this created an excellent opportunity to add some of your...
Read More
Monday, March 9, 2020
After the S&P 500 returned 30% in 2019 we’ve seen the tides change faster than ever. Over the last two weeks headlines have either read “New Coronavirus Scares” or “Dow tumbles/jumps 1000 points”. Last...
Read More
Thursday, January 23, 2020
Entering in to the third week of 2020 many individuals and businesses are beginning to learn how the SECURE Act, signed on December 20th by President Trump will be impacting their retirement and qualified accounts. While there are both...
Read More
Thursday, November 21, 2019
Attorney Case Study 3 of 3: I’m too small to have a plan As we wind down to our final case study relating to common law firm misconceptions, I want to address those firms that think they’re too small. I’ve seen firms...
Read More
Friday, October 25, 2019
Hold on to Your Big Wins - It’s Not About What You Make, it’s What You Keep! Potential Strategies to Keep More of What You Make As we proceed in to the second case study of three, I’ll share two stories that...
Read More
Tuesday, October 15, 2019
Let me tell you a little story of three law firms, one big bad wolf (IRS), and the house that protected them (their 401k plan). As you may or may not know, I specialize in working with business owners private wealth management and...
Read More
Thursday, September 26, 2019
When you think Disney, you think magical experiences. Every bit of the experience, Disney thought through each detail. From your welcome greeting and character interactions, to how their characters and cast members point and address...
Read More
Friday, August 16, 2019
3 Considerations If You’re Investing for Growth in this Volatile Market & 1 Idea You’ll Likely Never Hear from a Financial Advisor Let me start by stating that my last blog was geared towards those preparing or living in...
Read More
Thursday, August 8, 2019
How is your portfolio handling the volatility? Three changes we’re making to portfolio’s & Three questions you need to be able to answer about yours. Right now is one of the best times to evaluate your portfolio and look at...
Read More