The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

What’s UP or should I say DOWN with the Stock Market?

August 19, 2019

In the past month, we have seen the market take big losses two different times. What does that mean? Where are we headed? I was recently asked to talk about…

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Madison in the Morning Interview – Where is the Market Heading?

August 16, 2019
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Common Portfolio Wisdom – “CASH IS TRASH”

August 13, 2019

Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from large long-term loss…

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Common Portfolio Wisdom – STOCKS HAVE ALWAYS OUTPERFORMED OTHER INVESTMENTS

August 5, 2019

  Pros – This is true when you look at charts from the 1920s on. Cons – There have been significant long-term periods where even cash outperformed stocks within a…

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More than Money – Life Reimagined part 2

July 29, 2019

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 retirement;…

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Common Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”

July 22, 2019

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 the…

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More than Money (Part 1)

July 15, 2019

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 the…

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Common Portfolio Wisdom – A GOOD FUND = 5-STAR RATING

July 8, 2019

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…

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