Posts Tagged ‘insurance’
Professional Management Equals Better Returns
Does more expensive mean it’s better? I know that’s always something where we think, or if it’s too cheap and that means that it’s not good quality. Sometimes we think…
Read MoreMore Risks Equals More Rewards
More Risks Equals More Rewards: The boys and my Dad and I recently went to a Brewers game. I love that one of the stats that they’re continually showing on…
Read MoreTiming Is Not The Key…Time In The Market Is
Timing Is Not The Key…Time In The Market Is: I don’t know if you’re a baseball fan, but did you ever notice that the pitcher in baseball often gets credit…
Read MoreA 5 Star Rating Equals A Good Fund
VA 5 Star Rating Equals A Good Fund Football season is here. I’m so excited. I always love football season. If you’re not a football fan, stick with me here…
Read MoreMid-Year Market Update
It’s already July and we’re midway through 2021 so we just had a great call with our portfolio manager, Guy to talk about where the market is headed. We’ve…
Read MoreStocks vs. Other Investments: Common Wisdom
Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks always outperform other investments. Is that true or not? It’s kind of one of those common portfolio…
Read MoreEstate Planning Basics
Estate Planning is really about control. Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…
Read MorePower of Attorney – The Most Important Document
Why do you need a power of attorney? Let’s imagine that you have the choice of investing in two different accounts, one will turn your $50,000 into $100,000 in two…
Read MoreStock Market Investments: Red Money
LThis week we are continuing our talk about different stock market investments as we talk about red money, stocks, bonds, mutual funds, ETFs, and more. When I was a…
Read More401K Rollover Options
401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve had quite a few people ask me, “How can I roll my 401K?” “Should I roll my 401K?”…
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