Market Uncertainty . . . Know Your Rules

A rules-based approach to investing and rebalancing your portfolio are better strategies during periods of market uncertainty than emotional investing.

Paying Taxes For Safety

About a week-and-a-half ago I had an appointment with a very nice couple. They are married, in their middle to late 60s, are very successful, have brought up a very nice family and are recently retired. Let’s call them Dan and Ann. Dan and Ann have about $2 million or so in assets and are […]