Please watch this if you are feeling anxious, nervous, or especially if you are feeling panic. It is important to keep things in perspective, and remember that times like these are why we made a plan in the first place. If you’re not a client, and don’t have a plan with me, then reach out.
Wade Pfau: Pandemic Tears Up 4% Rule Read my professor’s article here The professor tells ThinkAdvisor why retirees shouldn’t rely too much on investment portfolios and how they can fill the income gap. By By Jane Wollman Rusoff | April 14, 2020 at 09:12 AM, published by ThinkAdvisor In the good old days (before coronavirus), many people could …
My prof Dr. Pfau issues Coronavirus warning to retirees [read] Read More »
Nerd alert ahead. Practical tips to follow. I think it’s safe to say that 2020 is not turning out like any of us expected or hoped. When difficult times are upon us, it’s the most human thing of all to wish it had all happened differently (or to someone else). There’s a quote that sums …
COULD THE WORST BE OVER? Some market strategists are calling the end of the bear market already … do you think they’re right?(Keep reading to see what could be behind the surge, as well as a breakdown of how the $2 trillion CARES Act affects your wallet.)With markets whipping between rallies and retreats, it’s natural to ask:Is it time to buy?Is it time to sell?Are …
COVID-19: What to Know About Today’s Stock Market With the uncertainty surrounding the COVID-19 pandemic, we are all facing a dilemma – how to find our way through this tumultuous market. Please watch this video where my coleague Dave Alison, Founding Partner & Executive Vice President of Valor Capital Management recently inverviewed Apollo Lupescu, Vice …
COVID-19: What to Know About Today’s Stock Market Read More »