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...
If you are looking for me to make a solid prediction of a meaningful stock market bottom, I am going to disappoint you. The financial services media is full of investment advisors more qualified than me to provide those forecasts. Right now, there are two important...
“There are two ways to be fooled. One is to believe what isn’t true; the other is to refuse to believe what is true.” –Soren Kierkegaard I prospect for new clients just about every day. I can’t help it. Over 34 years of my prospecting habit is hard to...
