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 …
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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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10 College Criteria HS Juniors Should Research
College-bound high school juniors have a lot on their plate this year between testing and assembling materials for the college applications. If they haven't begun already, they will begin to look at …
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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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What Is Business Overhead Expense Insurance?
Business overhead expense insurance This is a special form of disability insurance that covers business expenses when one of the owners or a key person is disabled. This insurance covers rent or real …
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