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Blog Posts

Tuesday, July 18, 2017

In part 1 of this series of posts, we talked about how to complete a Qualified Charitable Distribution (or QCD as we ‘in the biz’ like to call it) from your Traditional or Rollover IRA and what it (the QCD) is along with...

 

Tuesday, July 11, 2017

Sound too good to be true? It’s not. It’s called a Qualified Charitable Distribution (or QCD some of us ‘in the biz’ like to call it). If you do it the right way. That’s the key. You must follow the rules...

 

Thursday, July 6, 2017

Financial Advisors have a variety of different and prestigious titles these days. Financial Planner. Stockbroker. Advisor. Analyst. No matter what they call themselves, you really need to do your homework on them. Hiring a Financial...

 

Wednesday, March 29, 2017

Taking the time to properly plan for your virtual estate has never been more important than it is today. Just think about your digital footprint for a second. What comes to mind? I feel like most would likely think of social media...

 

Tuesday, March 14, 2017

How did your stock fund do last year? Any idea? I bet you were happy with it. 2016 was a good year in the financial markets. What’s funny is that 2016 got off to a brutal start. January 2016 was the worst start to a calendar year...

 

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Tuesday, March 7, 2017

Gorilla Mindset, Mike Cernovich - This book is easy to read and understand. It made me realize how important "self-talk" is and how negative "self-talk" can stifle you. The book has some easy tactics that you can implement immediately...

 

Tuesday, February 28, 2017

Importance of a Will A Will establishes an outline on how to distribute assets at your death. The benefits are as follows: You now have a written plan! - by establishing a Will you would address many of the potential issues previously...

 

Tuesday, February 14, 2017

What's going on with the media these days makes me sick to my stomach. It infuriates me because I know what they're trying to do. In this day and age "news" has become nothing more than an agenda driven attempt to get eyeballs glued to...

 

Wednesday, February 8, 2017

With the holidays behind us, I find it comforting to reflect on the time spent with family and loved ones. The holidays are a great time, as they tend to bring out the best in us. They bring us together and we tend to appreciate each...

 

Friday, September 23, 2016

Ah, I see you must be a bond owner huh? Ok, well if not, then maybe you’re considering buying one of those investments? Still no? Just here to read some stuff on bonds? Hey, it’s totally cool with me. Welcome! Seems like...

 

Wednesday, September 21, 2016

How do stocks do during a presidential election year? I get asked this a lot and it’s a good question. People seem to think election years are bad for stocks. It’s actually quite the opposite. Maybe it’s the...

 

Tuesday, September 20, 2016

Ok. Let’s turn our focus to management fees. I bet most of you reading this have owned a professionally managed investment or two either in the past or currently. Do you have any idea what fee(s) you’re paying for them? Do...

 

Friday, January 22, 2016

Ok. So the markets took a bath last week. In fact, the markets have taken a bath in all of 2016 so far. As of Monday January 18th the S&P 500 index is down 8% year to date. Oil is down who knows how much anymore, but it’s significant....

 

Monday, June 8, 2015

Social Security is a major element of everyone’s retirement plan. (I don’t care if you have eighty million bucks or eighty bucks. Everyone seems to have questions about Social Security.) If it’s not a major part of your plan, it really...