Take Your Wealth Management Strategies to
New Heights
Inflation and the Good Ole Days
The “buzz word” here recently has been (and will likely continue to be) inflation. It is one of those things that gets thrown around regularly when any discussion of politics, the economy or your dad’s rant about the “Good Ole Days” comes up. For most people, they...
The Best Investment You’ve Never Heard Of
Would you be interested in an investment vehicle where your contributions go in pre-tax, they grow tax deferred and when you take the money out it’s also tax free? If you’re thinking, this sounds “too good to be true,” then let me share a tax/retirement planning...
Having a Plan
Just like the person who makes a plan for coping with flying, it is paramount to have a plan for investing your money. In my experience, it is just as important to address the emotional and psychological hurdles of investing as it is picking the best stock or mutual fund. Following market trends and having a plan before volatility arises helps to address both of these concerns for your long-term goals.
Why the 2008 Recession Still Matters
As I write this post, we have just celebrated the longest bull run in the history of the stock market. Since March 9, 2009 the S&P 500 has increased a whopping 275% (+/-), helping to alleviate some of the fears that we felt while watching the market descend for 17...
How to Win the Mega Millions Jackpot—and what to do with it when you do!
Congratulations! You can win the Mega Millions Jackpot tonight! Currently, the jackpot sits around $1.6 billion (that number is likely to increase as some estimates have lottery ticket purchases to exceed 1 billion by tonight’s drawing!). That is $1,600,000,000. And I...
