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 to work together cooperatively. Check out this pdf to learn more, and as always, standing by if you’d like to discuss further.
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 to build a sizable estate or if you want to help preserve that estate. Check out how this versatile tool might work in your wealth […]
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow […]
There are endless commercials on tv – think Liberty Mutual and Geico. They serve to inspire the thought for me – Do I have the right amount of property coverage? This question is an important one to ask each year. Life changes and the passage of time can affect the […]
Premise one – everyone should be allowed to do what they want – it is a free market. Let’s examine together A Reddit topic Board decides to promote a coordinated attack by its readers on short sellers because they have suddenly become evil. Are the short sellers evil or did […]
The question we are posing is as follows: Is it possible that the announcement of the FDA-approved vaccines and the talk of additional financial stimulus helped claw some of 2021’s potential gains back into 2020? When you factor in the slow launch of the vaccines, it is worth a thought. […]
Exciting things are happening in this space for 2021. When review the attachment you will note there are many approaches to ESG investing. The green energy sector is one way to approach the issue. There are also ESG “screens” that identify socially sensitive practices and try to replace holdings with […]
Strange news from the new administration. Johnson & Johnson announces an emergency application for a single shot Vaccine and this would be a big deal in the middle of a deadly pandemic. The FDA said, sure lets do a hearing three weeks from now. Really they have so many things […]
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the […]
Remember 2020…things still act the same no matter what year. Buy things out of favor. Trust the past and don’t be too quick to change and chase the trend. Work harder at the short end of the income curve. Saving and accumulating is one thing – spending and decumulating are […]
