I think it goes…..You gotta know when to hold em’, know when to fold em’. Figuring out when to sell is the most crucial and many, many, many times overlooked parts of investing. Please note,
When To Sell Your Stock
Economic Recovery Tracker
The popular debate by many investors has been what the recovery from the stay at home orders that devastated the markets looks like. Will it be a “V” shaped recovery, meaning pretty fast? Or will
2020 Stock Market: Unprecedented?
Words like, unprecedented, never before, not in your wildest dreams, unbelievable all have probably crossed your mind over the last few weeks. If they haven’t crossed your mind then I’m guessing you’ve at least heard
Here’s What I’m Doing In This Bear Market
The same things I’ve been doing since the last massive market crash in 2008. Working as a wealth manager over the years I’ve realized it doesn’t matter how many blogs, videos, social stories or posts
What To Do During A Stock Market Crash
Coronavirus fears have sent the markets into a tail spin over the past few weeks. While this may seem like an unprecedented market event, it’s not. Chances are if you’re a long term investor you’ve
What If You Bought Into The 2008 Market Crisis?
Okay let’s say you decided to be your own financial advisor and you’re a TERRIBLE timer of the markets. You diligently saved up your money from paycheck to paycheck. Like a wealth manager ninja, you’ve
Wealth Management For Medical Professionals
How We Can Help Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.
Wealth Manager: How I Got Started
My story really started when I was just 10 years old. A lover of baseball cards, I would go to our local grocery store and buy a pack of cards for $1. Already a budding
Sample New Client Report
Here’s a look at the very first thing we do with our new clients. Our new clients answer a few simple questions about how they feel about money. More specifically making it and losing it.
A 30-Year Mortgage Can Hurt You
The number one hurdle to increasing personal wealth is debt! More bluntly, the 30-year mortgage is the major stumbling block to becoming a millionaire. According to financial book author Chris Hogan, if you do the