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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 …
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; …
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 …
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 …
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 …