Category Archives: Retirement
Bring on the Double Dip!
If you were unsure about whether financial planning was broken, let this recent headline assure you that, indeed, it is. Most Advisors Call Double-Dip Recession Unlikely But Clients Still Cautious While 52% of registered investment advisors say a double-dip recession … Continue reading
Posted in Articles, rebalancing, Retirement
Tagged disciplined investing, disciplined investors, double dip recession
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Friday Funnies
If this retirement plan seems better than the one you’re working with right now, please call me right away. Happy Friday!
A Rare Opportunity
Something happened to me last month that may never happen again. I was given the opportunity to calculate the return that one of our newest clients had achieved in her mutual fund over the past three decades. What’s the big … Continue reading
Posted in Retirement
Tagged investing, perseverance, Retirement, stock market
Comments Off on A Rare Opportunity