For those of you who filed on time, tax season is over and it’s time to get your financial house in order. I have included a checklist below for 10 steps to take now to…
Read More
Disability Insurance – “What’s that?”
Every toddler-aged child loves to point and say, “What’s that?” Unfortunately, I hear that a lot from clients also when the discussion of disability insurance comes up. Everyone typically understands the importance of life insurance…
Read More
The Emotional Investor
I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week: “If you can keep your head when all about you are losing theirs…
Read More
Think A Cash Value Life Insurance Policy Is A Good Idea? Think Again.
Many times after I complete an insurance analysis for a client and it’s time for them to purchase a policy, they will ask me, “Can we just buy the policy from you?” The answer is…
Read More
1st Quarter Investment Review – The Dangers of Bond Investing in 2011
The 1st Quarter in 2011 saw many of the markets continue their upward momentum from 2010. Below are the returns for some of the popular indices as of 3/31/11: Total Returns % 1Q Dow Jones…
Read More