Does your relationship with your financial advisor leave you feeling unfulfilled? Do they say things like… “There is no risk with this stock” “You have to act now” “Only I can get you into this investment” “I guarantee you will earn 15% per year on this investment...
Active management is better than investing in passive index funds. This is especially true in a down market. Consider this scenario: A scenario that is playing itself right before your very eyes. The market is down, and so are your investments… Why? What are you...
When it comes to retirement wealth management, annuities are one of the many investment options in which an investor is presented. Unlike mutual funds, exchange traded funds, stocks or bonds, annuities are purchased from an insurance company which guarantees certain...
I heard you got a new job and are about to change careers at 40. Congratulations! My hat is off to you. You have worked for this moment. After countless networking events… You’ve held several interviews (oftentimes with the interviewer being wet behind the ears) And...
We are in the midst of a down market, and I am excited about it. Look, I know you are likely worried about your portfolio. There is uncertainty, and the headlines are frightening. Inflation has run amuck, and your investments are losing value. You’ve worked hard...
Investing in stagflation is getting a ton of press these days. And many investors of today were not alive let alone invested in the stock market the last time we went through a period of anemic economic growth coupled with runaway inflation. As a result, there is...
