Categories for

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 |

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

Q3 Market Update

Sunday, October 16, 2016 | Leave a comment

In the last Quarterly Market Overview we discussed the narrow market range and said, “We believe the market will soon break above current resistance. We should see new highs in time and, the momentum established as we finally break above this significant resistance area could propel the market for a while.” By mid-July the S&P500Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management