There Are Asset Preservation Strategies Being Kept Secret From You. Did You Know?

Tuesday, June 13, 2017 | Leave a comment

In this post, I am continuing our subject regarding the importance of protecting your profits in retirement. Last video I talked about the differences between asset accumulation and asset preservation and how I feel it is important as you near or are in retirement to transition from asset accumulation to asset preservation because, quite honestly,Continue Reading…

Estimated reading time: 6 minute(s)

In Investing Retirement Planning | | | | | | | | | | | | |

Protecting Profits In Retirement

Monday, June 5, 2017 | Leave a comment

I specialize in working with people 57 and older. The reason why is because protecting principle and profits is a whole different discipline than accumulating assets.   I recommend to all my clients, as you near or are in retirement, you should be protecting as much of your profit base as possible, if you don’tContinue Reading…

Estimated reading time: 5 minute(s)

In Investing Retirement Planning Wealth Management |

Investment Management Quarterly Market Update

Wednesday, April 26, 2017 | Leave a comment

Below is our Quarterly Market Update for our investment management clients.  Please pass this information to anyone who may benefit from our solid quarterly review. Last quarter we wrote, “The market itself is a leading indicator.  The simple fact that it is doing well now may foreshadow better times ahead.”  That said, we stay focusedContinue Reading…

Estimated reading time: 8 minute(s)

In Investing

Are You Gambling With A Las Vegas Style Retirement Plan?

Friday, April 14, 2017 | Leave a comment

  Picture this scenario…you’re in Las Vegas at a random blackjack table and you’ve brought $500 to the table. You’ve told yourself, “I’m keeping my $500 in my right pocket and all of my winnings will go into my left pocket. If I lose 15% or $75 out of my right pocket I’m out. I’mContinue Reading…

Estimated reading time: 9 minute(s)

In Retirement Planning Wealth Management

January 25th Market Update

Thursday, January 26, 2017 | Leave a comment

From the November 8th Presidential election to year end, the S&P500 was up 4.6% and the DJIA was up 7.8%.  Though there were initial expectations that a Trump win would cause some immediate weakness in the market, instead, the market focused on policy changes that could have a positive impact on economic activity. For example,Continue Reading…

Estimated reading time: 9 minute(s)

In Investing Retirement Planning Wealth Management
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