Don’t hit the panic button (Can the Coronavirus derail my retirement?)

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

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If It’s So Good…

I am often asked in regards to the Insight Folios investment strategy “if it’s so good, then why isn’t everyone doing it?” What this question refers to is the use…

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Please, Tell Me. How Do You Pick Your Investments?

A good place to start would be to understand what your investments “need” to do in your retirement portfolio, and in light of your “need,” what investments have the best chances of creating your successful future.

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Renters & Squatters

Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.

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Honey I Shrunk the Portfolio

Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.

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If You Want To Retire, You Need To Put Your Money To Work!

Why are so many Americans afraid they will not be able to retire because they don’t know how to put their money to work.

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