CategoryBlog

Let the Winners Run?

There’s a regular argument in the investment world that can potentially draw strong opinions depending on who you talk to. Should you regularly...

What Is Your Retirement Number?

As featured in Louisville Business First: There was a series of popular commercials back in 2008 created by the financial services company ING around...

Intentional Spending

Putting together a financial plan can be a potentially eye opening experience for clients.  A lot of attention is paid, of course, to asset...

The Habit of Investing

Something I talk to younger clients and prospects about a lot isn’t so much investment philosophy or portfolio allocation. Those are very...

6 Questions to Ask Yourself Right Now

Something about volatility, in life or in the markets, has a paralyzing affect on most individuals.  What’s ironic is that this is generally the...

The Stock Market is not the Economy

It’s no secret the stock market had a rapid decline this past March.  That’s easy to explain and for everyone to understand.  What’s not so...

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