Are you ready to invest again like it is 1999, 2003, 2004, 2005, or 2006? Is the next wave Tech, Bio-Sci, Financials, or soy bean? Are you ready to jump “both feet in,” or are you frightened by the haunting results of a severe market correction? Perhaps you might still be sitting in cash, waiting […]
Permanent Change Of Behavior Read More »
As I write this ‘brief’ to you, I am searching through the plethora of articles, news minutes, blogs, radio-show advice, independent advisors, talking heads of MSNBC, Ben Bernanke, and others that described this last year’s financial markets. The funny thing is, all of these outlets seem to have a different answer to the future of
Year End Review 2009 Read More »
I would like to get together with a few good clients who would be willing to provide feedback on the services, communication, style, etc. of how I run my practice. This would be considered an advisory panel intended to help keep my services in line with what is needed. In return, I will provide you
Advisory Panel 2009 Read More »
If a Certified Public Accountant gave you advice to save you hundreds, if not thousands of dollars, would you take it? What if you were only a few years away from retirement and your advisor told you about a way to ensure you would have enough money to retire on…regardless of what happens in the
Getting The Most From Your Dollar Read More »
