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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 …
Are we wired to fail at INVESTING?
In a word, yes. This is your brain This is your brain on investing Investing is part of life. How well you do it determines …
Dow 22,000
A common concern we hear from investors today is that there is limited upside to investing, and people are concerned with the potential for another …
Bourbon & Baubles
Join us for an EXCLUSIVE Event where we will taste a rare bourbon – Old Rip Van Winkle 10 year. RSVP to Karen Karl at …
Retirement Planning Success
Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.