What are you invested in?

I’ve been asked by a couple clients recently; “What are you invested in?” After all, we would expect a chef is willing to eat their own cooking! This is a reasonable question to ask ... continue reading

My Take on Conflicts of Interest, Facts, Bias, and Emotion.

In 27 years I’ve experienced many different market cycles. I’ve seen companies and investments achieve phenomenal success, colossal failure and everywhere in between. My industry will tell you a key benefit of working with ... continue reading

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

How Inherited Assets Differ From Gifts

When someone gives you cash or other valuable assets, do you owe income tax? No. The same is true if you receive an inheritance. The giver may owe gift tax, and the decedent’s estate ... continue reading

Buffett Quotes & Poterack Quotes

Renowned investor and businessman Warren Buffett has many notable quotes.  It occurred to me that many of our newsletter subscribers may not be familiar with the charm and wisdom of some of these quotes.  ... continue reading

Dow Reached New Milestone

As a financial advisor and fiduciary, it is my mission to analyze many economic factors and advise clients on how to reach their desired objectives while investing within their tolerance for risk and personal ... continue reading

PCA Grows Their Services Through Strategic Partnerships

Poterack Capital Advisory is a financial planning firm, and there are financial aspects to nearly everything you do. Your lifestyle, in large part, is based on your financial situation. Your healthcare and well-being is ... continue reading

Life Insurance: A Buyer’s Guide

Our clients know we handle financial planning and money management, but not all clients know we are independent life (and long-term care) insurance brokers as well. There have been clients who bought life insurance ... continue reading

When Not Knowing is Expensive

Many of you have heard the saying “You don’t know what you don’t know” especially if you’ve read my newsletters for a while or attended my informational workshops. This doesn’t mean you need to ... continue reading

Fruits and Power: A History Lesson

We all know optimists and pessimists. There are people who see the best in everything and others who find the cloud in an otherwise blue sky. In my career experience, I have found most ... continue reading

Sex, Lies, and Videotape!

The 1989 movie starred James Spader, Andie MacDowell and others. Well I just wanted to grab your attention, as there will be no discussion of sex in this article, and what is a videotape ... continue reading