Amidst all the chaos in the financial markets, you may wonder if there is any hope for the future. I'm a pragmatic optimist. During my client meetings about investment management, I consistently …
Massive Stock Market Volatility Calls for Patience and Prudence
Yesterday's market was the largest point drop ($2,352) in the Dow Jones Industrial Average 124 year history and the largest percentage drop in one day, 9.99%, that we've had since Black Monday, …
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Feb 2020 Market Perspective for US Stocks
Two weeks ago, I'm not sure I could have spelled coronavirus, and I certainly didn't know that the virus was a form of the common cold or a derivative of SARS. The news headlines seemed to have been …
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A Balanced Perspective on IUL Permanent Cash Value Life Insurance
Explainer Video About IUL IUL or Indexed Universal Life insurance is an important financial tool worth learning more about from a trusted, unbiased source. The issue with IUL is that the policy needs …
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Regain Financial Clarity by Mapping Your Household’s Financial Inventory
Many of the accounts, insurance policies and strategy that we accumulate in our financial lives tends to be haphazard in the disguise of being intentional. Take for instance, your first job when you …
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Retirement Income Planning – Proceed with Caution
Retirement income planning – it’s not a walk in the park. There are several serious challenges with retirement income planning, but there also have been several strategies to help relieve the …
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