September Client Update

Could we be nearing the end of the bear market? Based on the average, yes. But that doesn't always mean clear sailing ahead. If fact, it could mean the opposite. In this client video, I cover what's happened so far this year and what we may be able to expe...

How Much You Need To Retire: 3 Simple Formulas

There are some very simple rules of thumb that you can use to help make sure your savings will last throughout your retirement. In this video, I talk about three of these rules that I see most often. And then I'll throw in a twist on these rules that I lik...

Will It Get Worse?

If you’ve been watching the news (or the balances of your accounts), it's no secret that this year hasn’t been kind to your account value.  While markets like these are a natural, normal part of investing, that doesn’t mean they are much fun.&nb...

The Start of Something Bigger?

When we get into market declines like these the thought that’s in the back of all of our minds is, “Is this the start of something bigger?” Is this the beginning stages of the bear market we’ve been waiting on or is this just another run-of-the-mil...

Don't Trust Your Form-1099

A quick warning for tax season: For the second time this year, I’ve seen a 1099 that was incorrect. In both cases, this would have meant that my client would have paid higher taxes AND higher medicare premiums if it wouldn’t have been caught. I don’t...

The Answer Should Be "NO!"

That conversation is one I'll never forget. "Son," he said with a slight chuckle, "In this business, there are three people that need to make money.  The home office, the financial advisor, and the client. But listen, two out of three ain't bad." I wa...
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