Choosing a financial planner can be an extremely frustrating and overwhelming task.  That’s probably why a lot of people simply avoid it altogether. With that said, please be aware that being[…]

Perhaps you have heard the buzz about how financial advisors need to be fiduciaries. It comes up in many advertisements on T.V. and radio. Maybe you were surprised to hear that not all people who[…]

An under-used and misunderstood strategy that can help you preserve your assets while managing risks associated with investing. Let us review a few of the basics of the “age 59 ½ in-service[…]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]

As the adage goes, "no one will care more about your money than you do"—which means that selecting the right financial planner can require a great deal of trust. Financial advisors can help guide[…]

  Today I  want to clear up a misnomer that I hear all the time. I get asked... "What does a financial planner do?" "Can he get me out of the market and keep the stock market crash from[…]

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a relief bill passed by Congress in late March 2020 to provide economic relief to Americans during the current pandemic[…]

Let’s explore how to establish Sustainable, Stable Retirement Income Portfolios Growth We all want growth in our portfolios and, ideally, that growth at least exceeds inflation. If you don't[…]

    I was fortunate to have the opportunity this week to interview Fran Tarkenton, NFL Hall of Fame quarterback and successful entrepreneur and TV star.  We were discussing "Surviving[…]

There was a recent story about NBA and San Antonio Spurs legend Tim Duncan losing over $20 million in investments. He got advice from a certified financial planner with a conflict of interest, and[…]