As much as I value the unfettered access to information the internet provides, we all recognize the potential harm that too much information can cause. Take, for example, my friend who was experiencing some troubling medical symptoms. Typing her symptoms into a search engine led to an evening of … [Read more...] about Here’s the Prescription
We are going to have a new format occasionally on this educational site. It will feature articles that we have found interesting, useful and sometimes funny. Hopefully, you will find these articles enjoyable. Just click on the title to launch the article. 1) As we are approaching a new … [Read more...] about Interesting Articles
‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would soon be … [Read more...] about Merry Christmas and Happy Holidays 2018
Maureen and I had the opportunity to host an event with global retirement expert Barry LaValley awhile ago. Barry has become a friend of ours. Unfortunately, we did not have the foresight to tape the presentation. Fortunately for us, another financial advisor from New Zealand did tape the … [Read more...] about Retirement Video – Barry LaValley
Last week, the post dealt with the strength of the US economy. (Strength of US Economy). As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their … [Read more...] about Why Should You Diversify your Portfolio?
After the Deepwater Horizon oil spill, the largest marine oil spill in history, which was caused by an April 20, 2010 explosion on the Deepwater Horizon oil rig, a client came in for our annual meeting. He was very worried about his investment portfolio and expressed his fear about the oil spill. … [Read more...] about Strength of U.S. Economy