Solving High Earners’ Unique Retirement Challenge
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…
Retirement Plans: The Business Owner’s Swiss Army Knife
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…
Getting A Handle On Pre-Retirement Anxiety
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…
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
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…
Good Read
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…
Recap of 2015
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…
How Big is the Fed’s Balance Sheet?
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…
The Importance of Asset Allocation
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…
Wealth Management: I Am Living In A Daydream
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…