Archive for July 2020

Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of makes you kind of tense up and go, “Oh!” 😬 You tense up and you don’t like it. If you’re like me today, no matter what side of the fence you’re on, you can continually read articles that cause that knee-jerk reaction inside…

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Live and Leave A Legacy

Will You Leave A Legacy? In the past week, I’ve had to attend a couple of funerals. One was for a young girl, only 24, killed tragically in a car accident. The other person was someone who was a little older and had cancer and it was expected, but the truth is, in both situations,…

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Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of the heat. The only thing I think this summer heat is good for is being at the pool with the kids. In fact, I try to leave early most days so that I can go there with them at least for a few…

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Index Annuities and Your Retirement

Hey everyone, happy summer. Our pool just opened this week so now it really does feel like summer. The kids were so excited to go swimming, and truthfully, I was too. It’s great exercise to get into the pool and tread water. But, I’ll tell you this, the first time you get into the pool,…

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