It’s been over a decade now, and time softens even my most dramatic memories. I was in Chicago for the launch of an intensive year-long coaching program for advisors. My…
There is a new sleeve of our portfolios that we are becoming more and more helpful. Adding to the traditional stock and bond mix, we are using Defined Outcome ETFs….
I don’t like index annuities, and I especially dislike variable annuities with complicated riders that supposedly promise you’ll never lose money. With these products, you get lots of smoke and…
Recently there has been more news and reports of phishing and spoofing of emails with trusted third parties like advisers. If fact, we have even seen some of these first…
A classic either/or question that comes up from time to time in client discussions. Based upon our own life experiences, we all tend to lean one way or the other…
To help curb much of the anxiety and uneasy feelings of financial markets today, we can take a lesson from Mark Cuban on protecting our invested assets. In 1999 Cuban…
As the New Year turns I would encourage anybody who doesn’t have one, to go get a financial plan put together. But remember, just having one will not solve everything…
Thoughts on Time: Time and again, couples, when they set an appointment for an initial visit will say things like “We’ve been planning on coming to see you for years”,…
Thoughts on Bonds Bonds are a crazy animal. With interest rates trending down bond funds look fantastic, yielding much higher returns than you would normally expect. But the only reason…
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