The Power of Tactical Asset Management

Tactical Asset Management When it comes to investing, I prefer a “tactical asset management” approach. Tactical asset management is an active type of asset management that adjusts allocations across different asset classes and market sectors. Before 2008, many investors took a passive “buy and hold” approach to investing. You simply bought stocks for the long […]

How to Never Outlive Your Retirement Savings

Retired or close to retirement?  No matter how much money you save for retirement, it’s an inescapable fact that there’s a real chance that you can outlive your retirement savings. After a lifetime of diligent retirement planning, this would be a truly unfortunate outcome. What are the reasons why you might outlive your retirement savings […]

How Can Young Growing Families Save & Invest?

Save and Invest

Yes, Young Growing Families Can Save & Invest It may seem like a tall order, but it can be accomplished. Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on […]

Should You Take a 401k Withdrawal?

401k

Did you know that you may be able to withdraw up to 98% of the money in your 401(k) plan BEFORE you retire from your job? Some people need or want to do just that. If you are one of them, you should ask about your ability to make an in-service non-hardship withdrawal. An in-service […]

How to beat the market

wall st renegade

The Market Is Up: Why aren’t I? Remember that the major indices don’t represent the entirety of Wall Street. The S&P 500 is up , why aren’t I? If your investments are lagging the broad benchmark, you may be asking that very question. The short answer is that the S&P is not the overall market […]

Six Signs that You are in Good Financial Shape.

financial health

Gauging Your Financial Well-Being Six signs that you are in good shape. How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think will become of the money you’ve made and saved when you are gone? These are major […]

Alternative Approaches to Retirement Planning

conventional wisdom

Is the conventional wisdom for everyone? Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future at the expense of the present? One noted economist makes that case. Laurence Kotlikoff, the former White House economic advisor […]

Investment Themes & Strategies Podcast Episode 1

Untitled design

Show Notes: Investment Themes & Strategies: Podcast Episode 1: 1.  I want to help you grow, protect, and share your wealth –       If I help you have more, you can give more and make the world around us a better place –       We will look at themes & strategies to help you accomplish this –       […]