Estate Planning
What’s You Next Move?
What You Don’t Know WILL Hurt You Jim is at a crossroads. After 40 years, his highly profitable business—his passion in life—is still going strong. But with no successor within…
Read MoreSmall Wins
Small Wins I’ve got three small wins for you this week.When it seems like there’s a flood of bad news and everything is unpredictable, I think it’s important to highlight…
Read MoreMarket Lessons You Should Know
Market Lessons You Should Know Let’s talk about markets for a minute. The most recent inflation data shows that inflation continues to persist near recent highs. 1 The trend makes…
Read MoreYou Can’t Afford Not To…
You Can’t Afford Not To… Market fluctuations have many retirees and soon-to-be retirees questioning if it’s time to get out of the market. Click here as I share a…
Read MoreInvesting in Equities in Retirement
Investing in Equities in Retirement Investing in equities in retirement requires strategic thinking in both the best of economic times, and those of uncertainty. Click this link as I…
Read MoreWho’s on Your Team?
Who’s on Your Team? When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on…
Read MoreRecession? (Y/N)
Recession? (Y/N) Are we in a recession?Depends on who you ask. That’s pretty confusing, right?Let’s discuss.The most common definition of a recession is two consecutive quarters of negative growth. 1The economy…
Read MoreDoes Your Plan Crack Under Pressure?
It’s Time to Hold Your Advisor Accountable Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…
Read MoreRollercoaster ride?
Rollercoaster Ride? A short email about rollercoasters.Markets rallied in relief on some better-than-expected data on Friday. 1 It was a bright spot in what has seemed like a relentless parade of bad…
Read MoreWhy I’m an Optimist
Why I’m an Optimist For the past few months (years, really) it seems like there’s a 24/7 stream of bad news bombarding us all the time.Markets, the economy, housing prices,…
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