Is the Next Major Stock Market Decline Looming?
2/11/2019 Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market. One…
Losing Money AND Paying Taxes? There may be a better way
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but…
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Financial Calculators
Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are…
Do I have enough to retire?
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…
6th Market Update 6-26
June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…
Smarter Strategies When You Sell Your Business
Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…
3 Strategies for a Volatile Market
When the stock market falls, it’s easy to worry about your investments and question your strategy. Here are 3 strategies…
Avoiding An Unsuccessful Marriage
Why do people stay in unfulfilling relationships when joyful ones are possible? Even if you’ve never been involved in a…