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Yield Curve Inversion. Average Time to Recession.

The goal of this article is to help the reader understand yield curve inversion and the significance of yield curve inversion. We will review the last eight inversions so the reader can appreciate the importance of this recessionary indicator. Yield curve inversion...

How to Invest in a Recession and Secular Bear Market? Dividends and Value Stocks!

Recessions and bear markets are a normal part of the business cycle. There have been ten recessions in the past seventy years; with a recession occurring about every seven years on average. Bear markets come in two varieties, short term, and secular. Short term bear...

How to Tell if Your Trust is Funded. Fix Your Estate Plan!

Over my career as a financial advisor I have met with over 300 wealthy families to discuss their estate and retirement plan.  About 80% of the time, assets that should be in a trust, are not in the trust.  Trust funding is one of the most common estate planning...

How to Fund Your Trust in Three Steps

Over the last 25 years I have advised hundreds of wealthy families with their estate plans. In my experience, around 80% of the time, there will be mistakes with trust funding. The most common mistake is simply not funding the trust. Many wealthy families assume that...

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5% Retirement Spending is Too Much!

HOW MUCH CAN I SPEND IN RETIREMENT? This question is one of the most common questions people ask me when working on their retirement plan. I have often had people tell me that they were planning to spend 5% of their portfolio during retirement. For some reason, many...

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