Where will 2019 take us? There is absolutely no way to predict what will happen in the markets or the economy both here and around the world. But one thing is certain, all of that will be as [...]
Well, there is certainly some volatility in the US markets the past few weeks. And it seems that the market’s volatility is not limited to the US as Emerging Markets are also taking a big hit as [...]
This is the time of the year where the markets tend to make minor corrections and pull back a little. The market sell-off this year during the previous few weeks has the appearance of being a bit [...]
Attention to Year End Finances It is the end of the year, and that means a few things for people financially. For some, it means that they will start gathering their paperwork to do the all [...]
Three Buckets of Saving So, how do you invest when the markets are going every which way? Well, the answer is you take a holistic approach to your investing. Most people actually know what it is [...]
 Permanent Life Insurance Life insurance is something that many people need and purchase throughout their lives depending on their individual circumstances. If you are single or retired with [...]
Financial Statements They say the language of business is accounting. If that is the case, most people who invest in businesses do not necessarily speak the universal language of business. As I [...]
You Need to Estimate Your 2018 Taxes Okay, let us face some facts that many of you will say is fake or that I do not know what I am talking about and that is your 2018 Federal Income Taxes. Yes, [...]
Investment Choices for Everyone Now that I am officially an investment advisor I would like to discuss the advantages of three ways in which people can invest in the markets for the long-term. [...]
2018 Tax Estimate Issues I know that by now everyone is aware of the new tax act that passed last December. As I wrote about earlier this year and I am hoping you did check your withholdings to [...]
