Posts Tagged ‘financial advisor’
Retirement Investment Mix Guidelines
What is a good investment mix for someone in retirement? Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides.…
Read MoreCommon Portfolio Wisdom
Common Portfolio Wisdom Pros – Many new factors: Internet, Baby Boomers, Global Markets, War on Terror Cons – The appearance that we are smarter Details abound; structure remains Factors change;…
Read MoreRetirement Myth – Diversification Pixie Dust
Retirement Myth – Diversification Pixie Dust Diversification means I have low risk, right? Diversification has become like pixie dust in the financial world. People hear that word and think everything is…
Read MoreRetirement Myth – There is no magic number!
Retirement Myth – There is no magic number! How Much Do I Need To Retire? This is the million-dollar question! Whether we are on the radio, presenting at a live…
Read MoreCASH IS TRASH
CASH IS TRASH 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…
Read MoreMore 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 MoreINFORMATION = POWER AND SOPHISTICATION
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…
Read MoreMore than Money (Part 1)
More 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…
Read MoreRoll over to IRA
What is the easiest way to handle a Retirement Plan that was set up through a previous employer? Just to clarify, a retirement plan with an employer could be a…
Read MoreNIKE Just do it.
5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this…
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