The following scenario is real. The names have been changed because I am not very good at remembering names any longer. And there are too many names to remember. In a cold e-mail or telephone call, I approach several individual company 401(k) retirement plan...
September is the best month of the entire year for football fans. High school, college, and NFL seasons all go full force this month. All levels of football rank their teams during the regular season. Football fans pay close attention to those weekly rankings...
The first rounds of NFL training camp roster cuts have been made. NCAA and high school football camps are open. Football season will be here soon. The following football analogy helps my clients preserve their company 401(k) retirement plan account principal....
Most investment advisors can’t resist. Even the ones with the fancy letters after their name on their web sites and business cards. These advisors want to be a jack-of-all-trades. They will tell new investment advisor prospects they can provide all financial services...
The stock and bond market are suddenly and increasingly more volatile. Inflation is on the rise. And new COVID-19 Delata variant has been confirmed among unvaccinated people. Any one of these issues can cause stock and bond market concern. All three of these issues...
Any individual investor above middle-age has at one time or another been involved in an investment advice relationship with a financial professional who is compensated by the sale of a financial services product. Life insurance and brokerage services are the best...
