U.S. stocks are cresting to all-time highs, almost daily. These are the times when investors look forward to opening their…
Inflation since 2008 has been very low. The average since 2008 is a paltry 1.48%. The numbers annually are as…
One of the greatest worry’s for anyone who is retired, is running out of money. Of course, if we knew…
Is the Bull market over? Are rising interest rates going to hurt bonds? What about the volatility in the Chinese…
Many employers provide or share the cost of health insurance, for their employees. This is a wonderful benefit. Since many…
Much has been written about the inadequate level of saving by Baby Boomers in America. Not a day goes by…
Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…
To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…
Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying…
A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…