It’s early April 2020, with the Coronavirus inspired market meltdown well under way. The broader US market (the S&P 500) is down almost 30%! Clients and friends are asking me, “Is this a good time to sell my investments?” Emotions an Fear play out when markets react To be a good investor, one must learn…
We have seen ups and downs in the financial markets so those investments are seeing volatility that some have not endured in the past. Now is the time to stay focused for the long term. Maintain your Focus on Investments We see the fluctuation of the markets due to the pandemic of Covid 19 Virus….
Stay the course People are worried right now about their Investments. The most important fact to remember about your investments, whether in real estate or stocks, is there are always a buyer and a seller. BUT, fear and greed come into play. When I joined the financial industry in 1986, the markets were in good…
What is your Investment Strategy when selecting a mutual fund? It is easy – if you know what you want to see in the fund!
Tax time is approaching
Wealth without maintaining Health is an incomplete wealth strategy. You are in no position to enjoy your wealth. You might say the medical system is designed to ensure our wealth is taken from us. Either maintain your wellness or manage your symptoms. Aging Begins in Your Twenties As we age, we naturally tend to slow…
What is Home Equity?
Specialty funds typically offer higher risk and lower returns to the investor looking for the “next big thing”
Plann ahead as you edge towards age 71