Given What’s Happening in the World, is it Time to Sell?

Given What’s Happening in the World, is it Time to Sell?

There’s been a lot of negative news headlines recently and I’m hearing the phrase “with what’s going on right now, should I just cash everything out until things calm down?” when having new meetings with prospects. If you’ve been thinking or wondering the same thing,...
Stop Losing Money Safely

Stop Losing Money Safely

Over the course of the average retirement all prices more than double. In fact, they’ll go up more than 2.5 times. Something that costs $100 today will cost $257 by the end of a 30 year retirement. That’s assuming just historical average levels of inflation as...
Nearly 1/3 of Investors 65+ Sold at the Market Bottom

Nearly 1/3 of Investors 65+ Sold at the Market Bottom

Typically when you fail to plan, you are planning to fail. It’s best to have a plan before trouble comes, rather than make emotional decisions on the fly during times of duress as this often leads to the exact wrong decision. Incredibly nearly 1/3 of investors 65+ (a...
Who Believes in the Rally?

Who Believes in the Rally?

Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that retail investors have been piling out of mutual funds and ETFs at a record rate. The week the S&P 500 finally made it back to where it was in February of this year...