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Asset Allocation Mistakes You Can Avoid

There are many mistakes you can make when selecting an asset allocation strategy for your retirement.  In this article we will review two serious mistakes an investor can make with their asset allocation strategy. Selecting an asset allocation that does not match...

Asset Allocation for Retirees

Choosing an asset allocation is a key decision in any retirement plan. With over 25 years of experience as a financial advisor, I have found that many retirees do not know how much they can make or lose with different asset allocations. The focus of this article will...

Asset Allocation Risks You Need to Know Now!

Stocks have been in a bull market for sixteen years. Many investors have forgotten what it is like to experience a recession. The current environment reminds me a lot of the year 2000. By the year 2000 the stock market had been in a bull market for eighteen years....

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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