Looking Back and Looking Forward

I’ve been asked regularly what I believe the stock market will do now that it is at an all-time high. At a recent workshop, I was asked; “What are you doing to prepare for ... continue reading

Are You Comparing Apples and Oranges?

I recently sent an email to a client and then felt the bulk of the content may be helpful to all of my newsletter subscribers. Let me know what you think. Many people think ... continue reading

401(k)—The Benefits of Investing

In a perfect world, your retirement planning strategy would resemble a three-legged stool, with one leg being Social Security, another being the benefits your employer provides and the final leg the retirement savings that ... continue reading

Diversification: How It Can Help Your Investments

We know we should go to the doctor regularly for a physical. But what you may not realize is you should do the same kind of annual “checkup” on your investments. You may already ... continue reading