Archive for May 2015
[Forbes] Why Too Many Business Owners Bet Their Own Homes…
[Forbes] Why Too Many Business Owners Bet Their Own Homes (And What They Could Do Differently) By Clint Gharib Please Note: When you link to any of the websites provided…Read More
Market Update – FRENZY
Well there are always two sides to a coin. I’m writing this as the city of Atlanta is locked in the grips of a winter storm that has turned our…Read More
Market Update – Shale Boom Busted?
Due to recent data and the chatter over it I felt a Market Update was needed before the next scheduled Update in August. In one of my Updates that I’ve…Read More
Market Update- America’s Rebirth: The Next Generation
This an update to the client-favorite Market Update “Step right up and buy a ticket to America Rebirth Ride April 12, 2012”. Do you remember the seemingly forgotten headlines only…Read More
Are you working with an investment advisor, broker or both?
Advisors follow the Fiduciary Standard which was established within the Investment Advisors Act of 1940. The U.S. Securities and Exchange Commission (SEC) Fiduciary Standard requires advisors to act in the best interest of the…Read More
Income planning evolves as much as technology. We’re at the…
Stop and ask yourself a simple question: “What do you want your retirement to look like?” Unfortunately too many investors and advisors are held hostage to limited visions when it…Read More
Oil is Dead. All Hail Oil
I thought about titling this Update “Oil, Oil everywhere and not a certainty in sight” but there is certainty to oil just not knowledge of the future price of oil. …Read More
How Do I Invest Now?
With the beginning of a new year investors are flooded with predictions and outlooks from every “expert” and market observer. It can be as confusing as navigating a busy foreign…Read More
Entrepreneurs Can Feast on 529’s
Thank you America for preventing President Obama from trying to do away with 529 plans – The surest way to get people talking about something is try to take it…Read More