by admin | Jan 2, 2019 | Archives
By Ted Schwartz, CFP® Chances are, you have been a passenger on a plane that experienced some turbulence. Most likely, your pilot asked you to return to your seat and to fasten your seat belt. Your pilot may have tried a mid-course change, flying at a different...
by admin | Oct 11, 2018 | Archives
“If you want to see the sunshine, you have to weather the storm.”- Frank Lane Hurricane Michael struck a part of the country this week- all of the country was struck by an intense storm in the markets. For the second time this year we have seen a strong wave of...
by admin | Jul 12, 2018 | Archives
By Ted Schwartz It is halfway through 2018 and nobody has investment returns to smile about. Last year we had the calmest and most rewarding of markets. Everything seemed to do well and there was never a need to be worried. After a good January this year, everything...
by admin | Jul 3, 2018 | Capstone, Changing Times, Restylement, Retirement
By Jamie Cornehlsen In 1999 a man sat comfortably as he watched the stock market rise. Due to his aggressive investment strategy, his wealth had doubled. He looked at his retirement, thinking he could do more than he ever imagined. Today, 19 years later, his portfolio...
by admin | Jun 21, 2018 | Capstone, Restylement, Retirement
In speaking with clients, I have noticed that most find it hard to conceptualize how much they will spend in retirement. To get a better idea of an actual number, my associate, Ted Schwartz conveys the following concept to clients. To begin, think about your...
