Market Myths Series: A Recession is Imminent
If you watch the news, listen to the radio, or generally socialize with other people, you have probably heard the whispers (or screams) claiming that, if we are not in a recession already, then one is right around the corner. But is there any truth or legitimacy to these claims? The reality is that no […]
Read more
Market Myths Series: Inflation is Bad for Stocks
Introduction to The Market Myths Series. Markets of all kinds are going through a severe correction that is incredibly scary for many investors, especially those who are in or nearing retirement. Believe me when I say that I empathize and understand how hard things are right now. I have spent hundreds of hours over my […]
Read more
The Great Resignation: Why More Americans Are Retiring Now Than Ever
They’re calling it the Great Resignation. This unprecedented phenomenon is observing numerous Americans leave their jobs—some for greener pastures, others for extended periods, and still others, especially older Americans, for retirement. While endless column inches on this matter have been published, one of the big questions is why it’s happening here and now. The most […]
Read more
Why You Need an Estate Strategy [Infographic]
An estate strategy can be a very personal set of decisions, but it is far more than just how we want our money to be passed to our heirs. In the detailed infographic below you will find an outline of the basic components of a proper estate strategy that will not only get your money […]
Read more
Free Portfolio Analysis
Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionnaire and we would be happy to help. Free of charge, of course!