Optimists and visionaries have built our great country. Railroads, autos, airlines, rockets, and computers were created by individuals who focused on changing
Who cares that the current bull market has risen more than 260% when stocks have dropped 7% in the past month? Does it matter that stocks have generated an
Global markets have dropped considerably the past three months. The Dow Jones has fallen about 8% as investors react to negative headlines about trade wars
Estate planning is vital for people with significant wealth. A properly structured plan can aid in the successful distribution of your assets to those you love
A diversified portfolio is always recommended. Balancing your accounts between stocks, bonds, and cash will allow it to grow with less risk than a concentrated
Several years ago, I met with a client who was retiring from his long-time employer. He wanted to purchase a basket of stocks for growth and income. We
We are entering the giving season. It’s the time of year when churches and non-profits raise most of their funds because individuals wait until the last minute
From November 11, 1974 to November 20, 1974 the S&P 500 fell 9.6%. It dropped because of economic uncertainty and political unrest.
Let’s explore the major
Diversification or concentration? To create wealth, concentrate; To preserve it, diversify. A concentrated portfolio can produce huge gains, if you own the
For the past forty years or so, you’ve worked hard and, hopefully, saved a few dollars. While working, you probably contributed a portion of your pay to your
About twice a month I receive an invitation to a steak dinner at a local restaurant from two different investment firms. These firms are offering retirement