U.S. Asset Management

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Market Updates

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 …

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Financial Calculators
Retirement Resources

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 …

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Market Updates

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 …

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enough to retire?
High Net Worth Resources

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 …

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US Asset Management
Market Updates

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 …

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Market Updates

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 …

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Smarter Strategies
High Net Worth Resources

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 …

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strategies-for-a-volatile-market
Retirement Resources

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 …

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us-asset-avoid-an-unsuccessful-marriage
Financial Advisory

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 one, we’ve all seen it; …

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us-assets-market-correction
Market Updates

Market Correction

Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or 4th largest point drop of …

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Retirement Resources

Is Your Advisor The Best One For You

Although investing has been a part of life for centuries, times change, and so does the environment.  What used to work may not produce the …

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Retirement Resources

The 2 most important things you need to reach your investment goals

I am often asked by people interviewing my company how to be successful at investing.  Most think the driving force is cost; whether it be …

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