Tagretirement

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 rebalance your portfolios, or should you let the winners run?  The concept of letting the “winners”...

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 their “What’s your number?” campaign. The ads portrayed people walking around holding large orange...

Managing Finances in a Volatile Economy

This article first appeared in Louisville Business First: Let’s say you’re cruising down a curvy country road on a starry night, windows down, a slight chill in the air as you put some miles on a new car. You come around a corner, only to see a deer...

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 sizes, investment selection, risk tolerance, insurance coverage, and cash flow.  That’s all well...

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