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Many of the conversations I’ve had recently about the stock market have revolved around the question “why” as in, “why is the NASDAQ hitting record highs in the middle of...
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In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They...
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We would argue that the most important job of a Financial Advisor is to talk people out of decisions that could have potential long term consequences. A very real test...
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In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has...
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It’s graduation season again. Due to the COVID-19 crisis this one is a little different, but regardless many of our kids are moving to new horizons. We all have a...
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For almost everyone in investing, there are two main risks: 1. The Risk of Losing Money 2. The Risk of Losing the Opportunity to Make Money Of these two risks,...
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This crisis has affected different families in different ways and in varying degrees. I can’t emphasize enough that we are living through a significant event. Sometimes it may not feel...
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COVID-19 cut hockey season short and we'll see if my horns make it on the gridiron this fall for football season. In the meantime, it’s property tax season. If you...
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In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping...
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Were you completely prepared for this? Was your family, your business, or your investment portfolio? I know I wasn’t completely prepared. How could I have been? The current crisis is…
Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of…
*4/23/20 Update: EIDL and PPP EIDL and PPP checks are flowing. Remember, the EIDL check you receive is a tax-free grant. Make sure you annotate clearly on your books as…
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 no question that viruses are deadly and scary. According to the CDC, the regular, annual seasonal flu quietly kills somewhere between 291,000 and 646,000 people per year worldwide….
There was a major selloff in the stock market this week as investors processed information about the coronavirus. As we discussed these events, Austin and I inadvertently found ourselves talking…
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….
When I was young, sometimes I daydreamed about the fleet of cars I would own someday. Raising four children in the suburbs has certainly allowed me the opportunity to own...
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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…
