Solving High Earners’ Unique Retirement Challenge
During a recent visit to Mount Rainier with my wife, we took several hikes at trailheads within the park. Afterward, we ate lunch at the lodge when a group of…
Retirement Plans: The Business Owner’s Swiss Army Knife
The Swiss Army Knife is an icon of utility and versatility. Invented in the late 1880s to serve the needs of the Swiss Army, the Swiss Army Knife was designed…
Getting A Handle On Pre-Retirement Anxiety
“I’m 60 and plan to retire in 7 years. Feel like I have a good handle on it all, should have about 1.2 million in 401K by then, and my…
Retirement Planning: Advice from a Financial Consultant (16 Tips)
Learn how to plan for retirement from experienced financial consultants. Our helpful guide provides an overview of the options available and advice on making the right decisions for you.
Reasons for Continued Stock Market Volatility
The recent bounce in U.S. stocks has been welcomed after the tumultuous January and most of February 2016. Does this mean that we will race back to the S&P 500…
Good Read
The last two weeks can definitely be defined as volatile. The financial press attributed the volatility to China, the price of oil, and investor sentiment. A number of people are…
Recap of 2015
January 2015 started out with such high hopes for a lot of forecasters. Top forecasters projected that the S&P 500 index would end somewhere between 2100 to 2350 by December…
How Big is the Fed’s Balance Sheet?
“A billion here, a billion there and pretty soon you’re talking about real money” - Senator Everett Dirksen When the late Senator Dirksen served in the Senate, billions were the…
The Importance of Asset Allocation
Solomon said that there is nothing new under the sun. I agree with him especially when it comes to investing. Beware of these common mistakes which I have witnessed investors…
Wealth Management: I Am Living In A Daydream
As the old song says, “I am living in a daydream and am happy as a king”. As you look around the world, the American economy is still the envy…
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