How BIG is your Safety Bucket?
An article in this week’s Wall Street Journal (see quoted below) addresses the issue of “safety” and “risk” in the stock market. Of significant importance is the “safety bucket” which is where your safest and most risk free assets are placed. I agree with this strategy and have a Video series titled “Personal Economic Model” (PEM)”. The PEM is a effective strategy for you to implement. Please contact me for an initial appointment. The S&P 500 is on track to…
Excellent Mortgage Tips
I agree with the mortgage tips from Terrance J. O’Brien. Everything he suggests is perfect, it: maximizes the value of your home preserves your cash Liquidity enables you to Use your cash when needed helps you retain Control of your money LUCK – Liquidity,...
What Does a Longer Life Span Mean to You?
With the average American projected to live an additional two or more years this results in huge impacts on the pension finances and creates additional risks for every individual planning for retirement. The referenced article in Pensions and Investments describes the...
Translation of Financial Terms
Have you ever returned from a doctor visit and been confused about the physician’s terminology? The financial industry has similar dynamics with its own vernacular. To help clients decode financial jargon during our meetings I frequently pause client...