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
The holiday season officially begins with a feast.....Thanksgiving!!! If you haven't begun to think about the holidays and the month of December, than this day will help start the process. Although each year the celebration is a little bit different, many things are the same. The morning begins … [Read more...] about Happy Thanksgiving 2018
Election Day has passed in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of … [Read more...] about Midterm Elections—What Do They Mean for Markets?
The house phone rings, but I do not bother to answer it. I let the machine pick up the call and most likely, the caller will hang up because it is a sales call. For some reason, I just can't pull the trigger to get rid of the house phone completely. The "IN CASE OF EMERGENCY" voice inside my … [Read more...] about Please Stop Calling – You’re Bothering Me