Tag Archive: 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 |

What’s trending in the market?

Monday, November 23, 2015 | Leave a comment

2015 has been a very wild ride for the average investor.  A few market indexes hit all-time highs earlier this year only to claw back all gains.  Since the beginning of the year we’ve had a wild seesaw ride.  We continue to actively to identify trends to make sure if there is a downward trendContinue Reading…

Estimated reading time: 12 minute(s)

In Investing Retirement Planning Wealth Management | | | | | | | | |

Market Update Video // DJIA down over 900 points this week! [but you don’t need to worry]

Friday, August 21, 2015 | Leave a comment

Let’s face it,  the stock market has been pretty brutal the last few days.  Our Chief Investment Strategist, Jason Wenk has recorded video commentary to help you sleep better at night.  Mr. Wenk typically keeps his commentary to under 5 minutes, but in light of the recent trading activity this one’s a little longer at 15Continue Reading…

Estimated reading time: 2 minute(s)

In Uncategorized | |