The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule,...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is...
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s...
Do You Want to Gamble with Your Nest Egg? If you ever visit Las Vegas, you may hear the legend of the Man in the Green Bathrobe. While it’s probably just local lore, it makes critical points about retirement...
Free Advice is Worth Every Penny. A weathered sign hangs in our local mechanic’s garage: We offer three kinds of service – GOOD, CHEAP, FAST. You can pick any two: GOOD service CHEAP won’t be FAST GOOD service FAST...
Investors have a fascination with predictions. Look at the financial media. Turn on any television show, listen to any radio program, or pick up any magazine, and you’ll see there’s always someone trying to predict future stock prices. It...
Similar to today, the Roaring 1920s saw rapid technological change with cars and electricity. This created a farm surplus as fewer horses consumed less feed. Prices fell, and farmers complained of foreign competition. Herbert Hoover promised higher tariffs in...
This week marked the 307th time that the Dow Jones index fell 3% or more in a single day when reviewing historical market data. The chart above displays the Dow Jones Industrial Average going back to 1920, and the...
Retirement planning can start in any decade of your life. In Chapter 2 of the book, Your Insiders’ Guide To Retirement, we say you must have a plan. Setting a goal is not the main thing. It is deciding...