Videos and Blogs 

What causes a bear market, what a bear market means for our economy and your investments and is a recession imminent.

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

This blog will provide a guideline for how often investors should review their estate strategy and also include some important life changes that should prompt an immediate review.

This blog will discuss how retirement planning for business owners differs from retirement planning for employees.

Investing can be emotional, especially without a process or method surrounding buying and selling decisions. Every investor’s goal is to “buy low and sell high,” but often, emotions prevent them from accomplishing this. In this video we describe a way to consistently do this over time.

Substantial research has been done on sustainable withdrawal rates and methods to pull funds from retirement accounts. Much of that research assumes linear spending over time, which is invalid for anyone. Spending is lumpy, meaning that in some years, a retireee might spend more than in other years. In this video, I discuss the concept of Guardrails, first introduced in 2006 by Johnathan Gutyon and William Klinger.