I was enjoying a relaxing Sunday afternoon back on December 1st, 2019. I decided to get the Christmas decorations out of the storage space in the garage. The storage space is eight feet off the ground and I only have a six-foot stepladder. Can you see where the story is headed? I climbed the ladder […]
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Is everything in order when you fall off the ladder?
July 22, 2020
Investing 101: Basics of Investing
March 4, 2020
I was explaining to a new client recently how we invest our client assets. They wanted to know if we use individual stocks, Mutual Funds or ETFs (Exchanged Traded Funds.) I told them we don’t use individual stocks or securities, as this adds a level of risk that does not necessarily improve the risk/reward return. […]
Saving vs Investing: What’s Better Now, What’s Better Later
September 9, 2019
I was talking with a new client and they said they were saving for retirement. I replied with “Are you investing for retirement?” They asked me what the difference was. Savings is just that, setting small amounts of money aside for a rainy day or a short-term goal, and there is value in that. With […]