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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It’s Not All About Home Runs

We’d all like to be able to hit home runs, but the truth is that there just aren’t that many home run hitters out there, even at the pro levels.

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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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Don’t Take Dividends For Granted

I recently read a Forbes Magazine article by Michael Schmidt dated August 27, 2013 named Don’t Take Dividends for Granted. The name itself caught my attention.

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The Mutual Fund Swamp

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!

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