Reading headlines and news articles about the economy can be confusing and downright wrong. For example, despite inflation making headline news, our analysis shows that it’s not too hot right now. … READ MORE
Have you inherited your parents’ money problems? Let me tell you a quick story:
The Dutch suffered through a famine towards the end of World War II after Nazis cut off their food and fuel. They had to survive on one loaf of bread and five potatoes per week.… READ MORE
An investment advisor is a lot like a mechanic. They help you diagnose any problems in your portfolio and recommend the best action to take.
If an investment advisor is like a mechanic, then our economy is like a car with a broken windshield and chipped paint.… READ MORE
Getting more conservative with your investments as you age is a rule of thumb. But it doesn’t always make sense — especially when interest rates are historically low.
How can you properly plan for your retirement when “common knowledge” can wreck all your retirement plans?… READ MORE
Drawing from the wrong retirement accounts first can spike your tax bill, wreck your legacy assets, and make your retirement less fulfilling.
And the opposite is true:
Drawing from the right accounts first lowers your tax bills, builds your legacy, and pays for exotic vacations with your family.… READ MORE