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The SECURE Act and Why it is of Importance to You
On the first of January, 2020, most of the provisions within the SECURE Act became law. SECURE is an acronym that stands for Setting Every Community Up for Retirement Enhancement.
The SECURE Act and Why it is of Importance to You
On the first of January, 2020, most of the provisions within the SECURE Act became law. SECURE is an acronym that stands for Setting Every Community Up for Retirement Enhancement.
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Fiduciary Duty and Platform Agnostic Wealth Management
Especially over the last decade, we’ve witnessed the direction of the financial planning industry shift. Financial planning is no longer product centric. It is very much process driven, without regard to platform or product. From the standpoint of process, let me...
Managing Investor Emotions and Behavioral Responses
Managing Investor Emotions and Behavioral Responses Over the previous two decades, there have been a number of research studies that have explored the human behavioral response patterns when confronted with painful, or pleasurable stimulus. It’s interesting that...
Market Volatility. What in the World is Going On?
I’m sure you’ve asked yourself that question a lot lately. Well, to some degree we live in a new normal paradigm. It’s hard to believe that the first Iphone was introduced on the 29th of June in 2007. The emergence of such technology however has facilitated a world...
August 14, 2019-Thoughts on Market Volatility
The S&P 500 Index established a new all time record high on the 26th of July, by closing above 3,000 for the first time, at 3,025.86. (1) Over the course of the fourth quarter in 2018, I had conversations with many of you, and wrote many opinions that were posted...
4 Tenants of Successful Investing: If It Is To Be It Is Up To Me
Today, we’re going to examine the ten most important two letter words in the English language. If it is to be it is up to me. When I’m coaching a team, I remind my players that 90% of basketball is played between your ears. Only you have control over your own grey...
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