What is Wealth Planning, Really?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur […]
Fast & Curious
Tech in the Crypto Fund Asset Space The rise of crypto funds has been rapid, and Trident Trust, the international provider of corporate, trust and […]
The Mid-Year Stock Valuations Process Says…
I work with First Trust and the economist there is Brian Westbury. I have been relying on his research and POV for a long time […]
Longevity Risk
Almost all of the numbers that you would really like to know when you are planning your retirement are completely unknowable. We have no way of […]
Investing Intelligence?
Of course, intelligence doesn’t always translate into wise behavior. Studies of behavioral finance have found the human brain is more interested in survival than saving. […]
Looking back – did May start off with a whimper…?
Like a gender reveal gone wrong, last month’s employment report delivered an unexpected surprise. Economists estimated 975,000 new jobs would be created in April. The […]
An Action Plan for Long Term Care
An Action Plan for Long Term Care – this is an excellent resources for us all. Christine Benz of Morningstar.com is obsessed with Long Term Care […]
Market Commentary
Has the stock market moved too far, too fast in 2021? I have shared with many of you that the market moves backward 30% of […]
Turning Arguments into Meaningful Discussions
Fights—in business and in life—rarely get us the outcomes we most want. A better approach: Use a three-step process for de-escalating tensions and finding ways […]
Three Reasons Life Insurance Should Be Part of Your Wealth Plan
Check out this pdf full of info on how life insurance-based strategies and solutions can help you if you’re a business owner, if you’re trying […]