Posts Tagged ‘financial advisor’
Are We There Yet?
Are we there yet? How much longer? I just recently got back from a road trip with my kids down to Branson, Missouri. And needless to say, I heard those…
Read MoreTake Back Control or Your Financial Future
What does your financial future look like? Is financial security even possible? Can I even retire? Is my whole retirement plan going to change? Will I have to go back…
Read MoreRetirement Investment Mix Guidelines
What is a good investment mix for someone in retirement? Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides.…
Read MoreCommon Portfolio Wisdom
Common Portfolio Wisdom Pros – Many new factors: Internet, Baby Boomers, Global Markets, War on Terror Cons – The appearance that we are smarter Details abound; structure remains Factors change;…
Read MoreRetirement Myth – Diversification Pixie Dust
Retirement Myth – Diversification Pixie Dust Diversification means I have low risk, right? Diversification has become like pixie dust in the financial world. People hear that word and think everything is…
Read MoreRetirement Myth – There is no magic number!
Retirement Myth – There is no magic number! How Much Do I Need To Retire? This is the million-dollar question! Whether we are on the radio, presenting at a live…
Read MoreCASH IS TRASH
CASH IS TRASH Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from…
Read MoreMore than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define retirement;…
Read MoreINFORMATION = POWER AND SOPHISTICATION
INFORMATION = POWER AND SOPHISTICATION Pros – Accurate information is important. Investors have access to more information now due to the Internet. Cons – Power through information is weakened since…
Read MoreMore than Money (Part 1)
More than Money (Part 1) More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it…
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