How Low Could Stocks Go?
Stocks have had a rough start to the year. The S&P 500 briefly entered bear market territory intraday on May 20th, down 20% from highs.… Read More »How Low Could Stocks Go?
Blog
Avoid Permanent Life Insurance
Permanent Life Insurance is one of my least favorite financial products. It’s an unnecessarily complicated and horribly expensive product that is inappropriate 99% of the… Read More »Avoid Permanent Life Insurance
Q1 2022 Investing Climate Update
Q1 2022 S&P 500 -4.60% Bloomberg US Agg Bond Index -5.93% Last quarter I warned that 2022 was going to be a challenging environment for… Read More »Q1 2022 Investing Climate Update
Retirement Plans for the Self Employed
Self-employed and small business owners have a variety of options to help them save for retirement. Fortunately, these options are becoming increasingly less costly and… Read More »Retirement Plans for the Self Employed
Securities Based Line of Credit
Securities based loans were once reserved for the ultra wealthy. Over the past decade they’ve become increasingly common and more popular as brokers look for… Read More »Securities Based Line of Credit