Category Archives: Invest

Pivot to Protect Your Portfolio

Whispers of a recession are becoming louder as cracks begin to appear in the labor market. Jon Wolfenbarger, a 32-year market veteran, has been warning of a downturn for some time now and recently commented that employment indicators showing the labor market is falling apart point to a recession, which could sink stocks by as […]

Time To Plan For Wealth And Not Retirement

Are you ready for retirement? Well, for many upcoming retirees, the answer is probably no. As retirement looms for the millions of baby boomers entering retirement in the next few years who will be relying on their 401(k)’s, the stark reality is that most 401(k)’s will fall short of providing retirees with sufficient funds to […]

Time to Question Who’s Controlling Your Money

In the realm of financial advice, the tale of Paul and Sue Rosenau is a cautionary tale about why you should be careful with who you’re entrusting your investment capital to. Their story is a sobering reminder of the dangers of placing trust in self-interested financial advisors, who may not always act in their clients’ […]

Distance Your Retirement From the Fragility of Stocks

What the events of the past couple of weeks have reiterated is that others may be in control of many aspects of our lives. Your retirement is one of those aspects. The recent financial upheaval caused by a massive IT outage involving cybersecurity software CrowdStrike highlights a critical vulnerability in the stock market, shaking the […]

The High-Net-Worth Challenge

There’s no documented proof that Thomas Jefferson ever said the following statement, but the wisdom of those words is undeniable. “If you want something you’ve never had, you must be willing to do something you’ve never done.” –Thomas Jefferson (unconfirmed) Do you aspire to be wealthy? Have you ever seriously considered the above question? Do […]