Given What’s Happening in the World, is it Time to Sell?

Given What’s Happening in the World, is it Time to Sell?

There’s been a lot of negative news headlines recently and I’m hearing the phrase “with what’s going on right now, should I just cash everything out until things calm down?” when having new meetings with prospects. If you’ve been thinking or wondering the same thing,...
The Trouble with Trillions

The Trouble with Trillions

Since the pandemic began, we’ve had 3 different stimulus bills that far exceed by multiple amounts any other stimulus measure in history as well as the largest ever infrastructure bill all passed. The current running total between these pieces of legislation exceeds...
Stop Losing Money Safely

Stop Losing Money Safely

Over the course of the average retirement all prices more than double. In fact, they’ll go up more than 2.5 times. Something that costs $100 today will cost $257 by the end of a 30 year retirement. That’s assuming just historical average levels of inflation as...
How Low Can Rates Go?

How Low Can Rates Go?

Think stocks are high and overpriced? We think the real bubble is brewing in bonds. Looking back to the start of the century, interest rates have been in decline. Back then the Aggregate Bond Index was paying over 7%. Today? Just 1%. This means in order for investors...
401(k) Plan Owners: Watch Out!

401(k) Plan Owners: Watch Out!

Imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t any life jackets or backup boats. Now ask yourself, if you were going to potentially face this scenario, when would you want to know about it? If you have money...