Tax Reform or Simply Slashing Corporate Taxes?

If you’re worried that what you don’t know about this 400+ page tax reform bill may cost you BIG, click here to get my list of specific provisions and interpretations as soon as the final version of the bill is drafted! Senate … Continue reading →

history of stock market recoveries

HISTORY OF STOCK MARKET RECOVERIES AFTER MAJOR WORLD EVENTS

U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices suffer during financial crises, but they typically recover over time. This image illustrates the cumulative returns of an all-stock portfolio after six historical U.S. financial crises. In the short term, … Continue reading →

What type of financial advisor should you hire?

What Type of Financial Advisor Should You Hire?

Now that you know when to consult a financial advisor, let’s review what type of financial advisor you should hire: Thankfully, within the arena of financial planners, how the planner is paid actually serves as a valuable tool in helping you make … Continue reading →

When to Consult FEE-ONLY Certified Financial Planner

WHEN TO CONSULT A FEE-ONLY CERTIFIED FINANCIAL PLANNER™

When people don’t know what they don’t know, it may well feel difficult to discern when to consult a CERTIFIED FINANCIAL PLANNER™. Typically folks approach a challenge thinking there may only be 2 options…so they choose one option that appears … Continue reading →