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Risks and Opportunities – 2020
Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless you put your money in …
Equitable Divorce Settlements Should Include Intangible Assets
For most people, divorce is an emotionally exhausting process, and, without proper planning, the financial impact may be devastating. I believe that the most common …
Is the Next Major Stock Market Decline Looming?
Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market. One day they are excited about stocks …
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 still owe capital gains taxes …
This isn’t your dad’s stock market any more
Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in a couple of days for …
Financial Calculators
Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are several tools we find helpful …
10th Market Update
The herd is jumping off the cliff A large part of my job as a portfolio manager is to appraise the value of companies. I …
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 client to construct their financial …
7th Market Update
Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s high, as investors started to …
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 Trump’s tough stance on China2 …
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 their business. While everyone has …
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 to help you relax during …
