What are your concerns? Planning for retirement? Accumulating enough for retirement? Market risk and volatility? Throughout the website you will find ideas and information that is designed to help. Need more help? Use the inquiry form or give me a call. No obligation.
Sailing and Rowing - An Investment Strategy for Today
There are times to take advantage of the market environment and times when the priority is simply to avoid market risk. That is why a flexible approach to investing that is designed to adapt to changing market conditions is needed. Asset Allocation is not dead but it is evolving. Many advisors use strategies that are stuck in the 90's. Learn more about the Managing 21st Century Volatility and change the way you think about Asset Allocation with a quick click by watching:
The Case for Intelligent Diversification
For more information go to the "Resources" tab above. Learn more about the evolution of asset allocation and portfolio construction as well as meeting two of our strategic part.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What can be learned from the savings rate?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.