by Roger A. Shake, CFP®, RLP®, CeFT® March 2021 Have you ever been blindsided by a life event or by your feelings about it? When I hear that question, my immediate ...
By Steve Wachs, CFP® “Stop trying to predict the direction of the stock market, the economy, interest rates, or elections.” Warren Buffett We have previously used the first ...
By Matt Quinn, CFA® November 2020 “Clowns to the left of me, Jokers to the right, here I am, Stuck in the middle with you.” The main line from the 1973 hit ...
by Steve Wachs, CFP® Some of you may recognize this quote. Was it spoken by FDR, Winston Churchill, or Ronald Reagan? Actually, it is spoken by Coach Eric Taylor from the fictional television ...
2020 will go down as one of the most difficult years in our lifetime. For many, it has been a year of transitions. Big transitions include loss of a job, retirement, business sale, or death of ...
