Monthly Archives: April 2017

You’ve seen his TV commercials or his ads in magazines and newspapers. He spends a fortune on these negative advertisements every year. According to Forbes, he’s worth over $3 BILLION dollars. He earned the bulk of his net worth by managing investors money (minimum investment is $500,000) and collecting quarterly fees. Nothing wrong with that. We are fiduciaries too and our firm charges fees for two of the stock/bond market “risk buckets”. But there are 3 risk buckets – not just two. (text continued below) So what about … Continue reading

The following is an example of “out-of-the-box” financial thinking. It certainly is not meant to make any recommendation for any individual or couple since everyone’s present circumstances and financial goals are very different.  It only serves to show that there are more possibilities out there to reach various financial goals than many people (including advisors) realize. Of course, the numbers shown below will vary based on age, gender and health. They could be better or worse – more attractive or … Continue reading