U.S. Asset Management

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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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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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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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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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Retirement Resources

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 …

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Market Updates

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 …

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High Net Worth Resources

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 …

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High Net Worth Resources

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.

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