When Is Market Volatility Most Dangerous? Though a market downturn generally isn’t fun for most people, its timing can have a greater impact on some investors than on others. For example, a market downturn can have greater significance for retirees […]
A successful investor maximizes gain and minimizes loss. A successful person accomplishes their financial goals. Investing is one strategy we can use to accomplish those goals. But there is no guarantee that any investment strategy will be successful, which means […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What is a stepped-up basis for […]
Monday: Review all your bills! Cut the cord, reduce your electric, etc! #MSTD Tuesday:You need a life plan. Write down your 1, 5, 10 year goals today. Business and personal. Look at them every day. #MSTD Wednesday: Go for a […]
Are you in your thirties? So called “post boomers” or “Generation X”—face a variety of challenges in their quest for financial security. Some of these challenges are similar to those faced by previous generations, while others are unique to […]
