Blog

Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

Thoughts on 2018

I hope the new year is starting out good for you and you had a good winter break holiday.  I am writing to both share some data points on the financial markets from 2018 as well as some thoughts about it going forward.  

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents of each method are adamant in their positions and both offer sound reasoning in their answers.  But, for anyone to tell you which is best for you without knowing anything about you is tantamount to someone tel

It’s Never Too Late to Save

Retirement can sneak up on you.

Oct 2018 Market Update

Just wanted to drop off this note that I just wrote quickly to give you a general update on the market.
 

What's an Algorithm, and How Do Quants Use Them?

My Take on Bitcoin 5 Years Later

I thought it would be appropriate to sit down and write this article given all the frenzy and talk behind Bitcoin, and the growing interest and seemingly mania like environment around it.

Chase for Performance is On

The chase for performance is on.  Since this year’s presidential election there has been a meltup in the stock market and a meltdown in the bond market.  

Trump era vs. Reagan era

Both pre and now post Donald Trump's election an often mentioned narrative was and still is being pushed suggesting that his presidency will usher in an era similar to the 1980’s when Ronald Reagan was the president. 

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Syndicate content
Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved

Custom: StatCounter Block