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Remembering the Fallen

By |2017-05-29T09:00:39+00:00May 29, 2017|Retirement Income Planning|

“Remembering the Fallen”   Today, Memorial Day, is the day we remember those who have fallen while serving America and her people in defense of freedom and freedom's cause. Many of us know the shock of losing someone dear, especially when it's unexpected. I lost a brother in 1996 when his F18 crashed in the training area off Ocean City. Military aviation and flight operations are an unforgiving environment, as it war. This is a time when toasts are raised. President Trump's Memorical Speech today captured [...]

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Financial Mission – Emotions and Retirement Planning

By |2017-05-26T09:00:49+00:00May 26, 2017|Retirement Income Planning|

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Emotions and Retirement Planning If you choose to accept this mission, we'll discuss the major life events that can impact your retirement plan and different ways you can adjust for them. As always if you have any questions [...]

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Financial Mission – Rookie Mistakes

By |2017-05-19T09:00:08+00:00May 19, 2017|Retirement Income Planning|

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Rookie Mistakes If you choose to accept this mission, we'll discuss the major life events that can impact your retirement plan and different ways you can adjust for them. As always if you have any questions or would [...]

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You Don’t Wanna Cry!

By |2017-05-17T09:00:55+00:00May 17, 2017|Retirement Income Planning|

  For those of you paying attention to tech news over the weekend, you have heard about a recent trend hitting UK hospital networks, among others, regarding a new strain of Ransomware called "WannaCry." While money managers have not been impacted, I wanted to take the opportunity to remind everybody about what it does, as well as the importance of safe email practice and Windows updates. All you techies out there probably know all this already. This Ransomware works by somebody opening a link or an [...]

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Financial Mission – The Retirement Marathon

By |2017-05-12T09:00:00+00:00May 12, 2017|Retirement Income Planning|

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: The Retirement Marathon If you choose to accept this mission, we'll discuss the major life events that can impact your retirement plan and different ways you can adjust for them. As always if you have any questions or [...]

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Evidence Based Portfolios

By |2017-05-09T09:00:52+00:00May 9, 2017|Retirement Income Planning|

“Evidence Based Portfolios”   You don’t know what you don’t know.  It’s the part of the iceberg under the water. Continuing with our series on the Science of Smart Investing [excerpted from ThinkAdvisor] Part 3: Evidence-Based Portfolios  In the recent book “The Incredible Shrinking Alpha”, Larry Swedroe, director of research for Buckingham Strategic Wealth, and his co-author Andrew Berkin, director of research at Bridgeway Capital Management, lay out the convincing argument that the investment industry spends far too much time chasing any hint of Jensen's alpha (a measure of [...]

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Financial Mission – Major Life Events

By |2017-05-05T09:00:23+00:00May 5, 2017|Investment Management|

“Financial Mission - Major Life Events”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Major Life Events If you choose to accept this mission, we'll discuss the major life events that can impact your retirement plan and different ways you can adjust for them. As always if you have any questions or [...]

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