Portfolio Strategy Review Q3 2019

Trade Tensions Markets always face uncertainty because the future is never known. Recent market activity suggests the uncertainty factor is greater than usual with impeachment hearings, drone strikes in Saudi Arabia, and a messy “Brexit” across the pond. U.S. economic...

What’s an Annuity and Should You Own One

Annuities often get bad press. Deservedly so in many cases. Not so in all cases. Before you can determine if one might make sense for you, it’s important to understand the very different annuity types. When applied correctly they can be effective income planning tools...

Different From the Other 300,000?

Storytelling for Financial Advisors By Mitch Anthony and Scott West I picked up this book because my communication with clients and prospects needs improvement. People in all industries tend to fall back on acronyms, slang, and technical terms that are like a foreign...

Portfolio Strategy Review Q2 2019

Giving Candy to a Baby Since everyone knows the US now has the “greatest economy, the likes of which the world has never seen….” what can be done for an encore? I have some good ideas. First, let’s stimulate the economy with tax cuts. Consumer spending drives...