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Thursday, September 14, 2023

Business challenges resemble a tower of boxes. Address stress, view problems as growth opportunities, manage anxieties, meet deadlines, and find joy in work. Regularly assess and adjust.

Friday, August 11, 2023

Four life quadrants: Material, Mental, Physical, Spiritual. Material often dominates, but balance needs all realms. A personal health journey showcases discipline & consistency's role in holistic well-being.

Wednesday, July 12, 2023

Amid market turmoil, many offer predictions ignoring personal financial contexts. Rather than 'guessing' market trends, we should manage finances through downturns, embracing the market's cyclic nature, including rebalancing portfolios.

Tuesday, June 27, 2023

Explore the essentials of estate planning with our guide on wills and trusts. Understand their differences, benefits, and impact on probate to make informed decisions.

Thursday, June 22, 2023

Discover the power of socializing and outdoor activities in battling remote work isolation. Learn how nature and social interactions can boost your mental and physical health, enriching your life.

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Wednesday, June 7, 2023

Eight years in the United States Air Force is no small feat. It instills values that are ingrained in you forever, shaping your character and influencing the course of your life. One of the most invaluable skills I cultivated during my...

Tuesday, June 6, 2023

Generational wealth refers to assets passed down across generations, offering financial security and prosperity. Building it requires financial education, disciplined saving, wise investing, estate planning, and debt management.

Friday, May 26, 2023

Discover the value of investing in quality stocks during a recession. Like finding a bargain at a garage sale, this strategy can yield great rewards for the patient and disciplined investor.

Monday, May 8, 2023

Explore Delaware Statutory Trusts (DSTs) as a 1031 tax-deferred exchange option. Gain insights into their pros and cons in this brief overview.

Friday, April 14, 2023

Is there some sort of code that a business owner can crack and assist business owners and entrepreneurs to get over their accounting and numberphobic challenges? In one word, Yes! Wes Clark addresses the challenges as well as the solution

Monday, April 10, 2023

Riddle me this! Batman, Robin, the Riddler and the Case of the Perplexing Property Market. Get keen insights from a synopsis of the most recent Goldman Sachs Research Housing and Mortgage Monitor Report. Also, some humor to make you smile.

Tuesday, April 4, 2023

What's the Ideal Retirement Age for Your Health? When one thinks about retirement, or considers it, the primary thought on their mind is, "do I have enough money to retire?"I recently read an article about the topic and provide a synopsis..

Thursday, March 30, 2023

Retirement Anxiety: How Economic Conditions Are Affecting Americans Plans In a recent National Poll, 68% of Americans are concerned that they won't have enough money to live comfortably in Retirement. Specific actions steps are provided .

Tuesday, March 21, 2023

GOLDMAN SACHS PRIVATE BANK SELECTIntroducing Goldman Sachs Private Bank Select - the smart way to access liquidity for your investment needs.With our ability to provide a collateralized loan...

Tuesday, March 21, 2023

Separately Managed Accounts (SMA) versus a Mutual Fund or Exchange Traded Fund (ETF)Many investors have no knowledge of the separately managed account (SMA).  There are several advantages to investing in...

Tuesday, March 14, 2023

You can call this a blog post of a blog post! :)Rothschild & Co. is one of my valued partners who manages money on my clients behalf.

Monday, March 13, 2023

The seizure of Silicon Valley Bank by the FDIC on Friday was an alarm that reverberated throughout the US financial market and the world.How could a bank that on Thursday was rated A1 by Moody's suddenly fall to such an extent that it...

Thursday, March 2, 2023

Steady over sexy could save your portfolio. Are you guilty of looking for that next "hot" stock? Has the recent volatile market gotten the best of you and you ask, what should I do? There is another strategy to consider! Read on!!

Wednesday, February 15, 2023

Take aways from a zoom meeting I attended being led by Allison Schrager, a retirement economist. Her topic was, "How to Take Risks in a Changing Economy." Her discussion touched on the issues we should address & consider dealing with risks.

Friday, January 20, 2023

Are you one of the individuals who's portfolio took a big hit last year? Curious about what you should do now? Can your portfolio recover and rebound? Are there steps in starting the recovery process? Investment Strategies? We have answers.

Thursday, January 12, 2023

Boomer stress and managing the nest egg that they worked so hard to make. Business owners and real estate investors, what are the challenges that they are facing today and solutions on how they can deal with them.

Tuesday, January 3, 2023

We begin a new year with a clean slate.  The S&P 500 had its worst performance since 2008, the great recession.  It was down over 19.4%.  That is unnerving to some, to others, it’s to be expected.  It depends...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Monday, October 26, 2020

As I write this blog post, we are a week from the Presidential Election. There is tension in the air. There is also a rise in the cases of Covid-19 worldwide, which of course brings the accompanying economic uncertainties along with it...

Tuesday, September 1, 2020

It has been a wild ride. Everyone I talk to is still dealing with issues related to Covid-19 and it appears that we will continue to experience such issues for some time. What to do? Well, do not hunker down in a foxhole, or stick your...