Archive for July 2019
More than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define…
Read MoreCommon Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”
Pros – Accurate information is important. Investors have access to more information now due to the Internet. Cons – Power through information is weakened since everybody has access to…
Read MoreMore than Money (Part 1)
More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others it’s…
Read MoreCommon Portfolio Wisdom – A GOOD FUND = 5-STAR RATING
Pros – Rates management quality and consistency. Can demonstrate how that fund could perform in a certain market. Cons – If the market trend changes, the fund’s style and holdings…
Read MoreHappy 4th of July! Celebrating independence and a look at our WHY
Everyone has a purpose, a why they do the work they do and while everyone may define that differently, a core value is usually financial security. This is the ability…
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