In some ways, modern investment planning exhibits a streetlight effect – a small focus instead of a long and flexible one. Most instructional material focuses on identifying principal risk, but what if we were to focus on income?
The New Thirty-Somethings
Every generation has its unique challenges, but parenting has always been one of them. Parents try to prepare their children to be independent, but economic forces are conspiring to make that increasingly more difficult.
Retirement Planning for Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. This article aims to address a few of these issues.
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.
Tax Planning for the Self-Employed
If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.
Growth vs Income
Which comes first… growth or income? A look at the emotional impact of market volatility, and the power of dividends.
Can You “Handle” the Next Market Crash?
If you are like most, you know that there will be another market crash, but you just don’t know when. History leads us to believe that it will come sooner rather than later. So, if it comes in the near future, are you prepared?
Chess, Not Checkers
How is planning a successful retirement like playing a game of chess? Let’s break down
some of the pieces on the chess board…
Modern Portfolio Theory
Modern Portfolio Theory has been widely adopted by the financial services industry as the “go-to” investing philosophy.
The Retirement Garden
What does retirement planning have in common with growing a garden? Like the garden, it doesn’t happen overnight; it takes time.