Weekly Snippet

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September 27, 2017
Weekly Snippet

To view the video version of the snippet, please visit our Youtube channel. Last Week… Today we’d like to talk a little about investment perspective. Here’s an analogy to illustrate what investment perspective is. Imagine an individual walking up a hill bouncing a ball. Long term, the individual walking is progressing up the hill—so long term…

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Retirement Tips

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September 22, 2017
Retirement Tips

Image Copyright Ted Grussing Photography – Used with permission Over the years we have worked with hundreds of retirees and we have noticed that once people are ready to actually pull the trigger and move into retirement they suddenly become very conservative… It’s an understandable fear. The full weight of their decisions finally lands with the realization that…

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Weekly Snippet

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September 19, 2017
Weekly Snippet

To view the video version of the snippet, please visit our Youtube channel. Last Week… Today we’d like to keep things short and sweet! As we all know, we have two components of our portfolios: Equities Fixed Income (Bonds) In the previous week we saw: All Equities, with the exception of Global REITS, went up! All…

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401K Decisions Part 4

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September 15, 2017
401K Decisions Part 4

Image Copyright Ted Grussing Photography – Used with permission Whether due to a change in jobs or retirement, there is a great deal to consider when you have a 401k at another institution. Today we will wrap up our discussion about things to consider, should you decide to leave your 401K plan with a previous employer. As a…

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Weekly Snippet

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September 13, 2017
Weekly Snippet

To view the video version of the snippet, please visit our Youtube channel. Last Week… Today we’d like to try something a little different to see who has been paying attention to their emails and doing their homework. We would like to discuss the ‘22 Asset Classes’ chart that we sent out a few weeks ago….

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