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...
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...
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...
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.
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...
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...
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...
How to Avoid Pre-Election Panic as an Investor
Everything will change after the elections…how many times have we heard that over the past few months? While some take comfort in the fact that there will likely be some changes (hopefully for the positive) after the election, others are panicking. This is especially...
Elections, Riots, and COVID…Oh My! What to Do When it Feels Like the World is Ending
Do you feel like we’re living in end times? With the pandemic, the election chaos, and the recent riots, it’s easy to feel like the world is falling apart. Depression and anxiety levels are soaring, relationships are suffering, and negativity is everywhere you look....
Is the Pandemic a Retirement Killer?
We’ve been living in some pretty strange times during the past six months. It’s likely that 2020 has changed your life in some significant ways and it’s easy to start having doomsday thoughts about what this means for your retirement. Those at all stages of their...
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