October 2019

December 20, 2024

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What is a “Black Swan” event and how could it affect your retirement plans? “Go ask your portfolio manager for his definition of “risk,” and the odds are that he. . .

December 19, 2024

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A recent report from the American College illustrates the lack of information and knowledge most Americans have when it comes to their financial lives. This can become a significant problem. . .

December 19, 2024

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Have you ever thought about that? If you knew that you would never lose your money, what type of investment would you choose? The fact that you are exempt from. . .

May 13, 2025

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What is the “Rule of 72” And Why Does It Matter to You? “In wanting to know of any capital, at a given yearly percentage, in how many years it. . .

May 13, 2025

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I frequently ask clients during our first conversation, “what is the average return of the market?” Usually, without fail, they answer, “7% – 8%.” My next question is, “when has. . .

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