6 Surprising Retirement Facts No One Tells You About
Surprise! Retirement is an exciting & validating time but there are many surprising facts that you may not be aware of when planning. Take these 6 things to heart.
Here's the Prescription
Why Should You Diversify?
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
Back to Basics: Planning for Health Care Expenses
4 things you can do to better plan for your health care expenses.
Back to Basics: Important Estate Planning Documents
The 4 major purposes of an estate plan and the 4 key documents that should be included in every estate plan.
Four things you should know about the midterms
Four things you should know about the relationship between midterms and markets.
Special Market Update
In 2018, the Fed started lifting interest rates at a slightly faster pace in 2018. But why? Here's how higher interest rates affect the markets and where we should go from here.
Back to Basics: Investment Funds
A Few months ago, I started a new series of blogs called “BACK TO BASICS.” In each blog we examine one of the basics of financial planning and investing.
The Longest Bull Market in History-What to do Now?
Human beings are obsessed with setting records. The fastest. The strongest.
Back to Basics: Asset Allocation
In a previous blog, I started a new series of monthly letters called “BACK TO BASICS.”