Now is the Time to Invest in Yourself as an Independent Advisor
Do you have your own independent advisor business? Are you pulling back right now because you’re uncertain what the future will bring? Though times of chaos like this can be stressful, it’s actually the best time to launch and grow a business. While others are...read more
Feel Like Your Life is Chaos? Focus on Your Finances First
It’s easy to feel overwhelmed by chaos these days. Even if you’re not a big follower of politics or you and your family haven’t been affected by the latest COVID variant, you can still feel the chaotic energy in the air and it’s likely having a negative effect on...read more
Is Your Advisor Really an Advisor?
There’s a quote I love from finance guru Warren Buffett: “Only when the tide goes out do you discover who’s been swimming naked.” As far as the market performance lately, the tide has definitely gone out, and many are seeing that their “advisors” have been swimming...read more
What Type of Financial Advisor Can You Count On During Chaos?
Are you worried about the continuing pandemic, the next election, the prices of gas, or the downturn in the markets? Though there will always be problems like this in the world (I call it the ‘apocalypse du jour’ scenario), it’s still easy to get stressed about what’s...read more
Feel Overwhelmed by Chaos? Don’t Stick Your Head in the Sand
If you’ve been reading my blog for long, you know that I’m a firm believer that there is ALWAYS chaos in our world. What I like to call the apocalypse du jour--things like COVID, election panic, and economic downturns—have always happened and will continue to happen...read more
Financial Tips for High-Level Executives
Addressing Financial Friction and the External Pressures and Expectations of Your Managers. One of my favorite niches to work in is the transportation industry. Due to my many years of experience as an executive for UPS, I have in-depth knowledge of the...read more
The Pros and Cons of Non-Qualified Deferred Compensation
What is non-qualified deferred compensation? These types of plans are required by law to be in writing.read more
Restoring Time for the Busy Executive
“Time is free, but it is priceless. You can’t keep it, but you can spend it. Once you’ve lost it, you can never get it back.” Harvey MacKay Life and finances—they intersect in pretty significant ways for most of us. For the busy executives out there, the two can...read more
The Enemy of a Good Plan is the Dream of a Perfect Plan
The past year hasn’t been easy on any of us. Those who have retirement plans in place have likely seen them take a hit and are struggling to avoid making emotional decisions that will impact their plans even further. And those who have not yet put a solid retirement...read more
The Election is Over…Now What?
Were you suffering from pre-election panic and tempted to make some emotional decisions with your portfolio? It was a common occurrence in early November, and the post-election panic has now set in to make matters even more emotionally charged. I get calls all the...read more
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