by admin | Nov 24, 2015 | Archives
Recently, Congress was able to avert government shut down through the enactment of the Bipartisan Budget Act of 2015 (H.R. 1314) that called for an increase in the U.S. debt limit, which the President signed into law on November 2nd. Through a series of negotiations...
by admin | Oct 30, 2015 | Investing Fundamentals
As an individual investing in a 401k, there are many things you can do to ensure that you get to a healthy retirement: saving more, working longer, and certainly using a Dynamic portfolio that relates more to wealth rather than last year’s hot investment. For those...
by admin | Sep 28, 2015 | Investing Fundamentals
Helping people fulfill their goals and accomplish their dreams is a wonderful profession to be in. In my career, one of the primary areas of focus is retirement. Clients are continually asking if and when they can retire and how long they can go before they will run...
by admin | Sep 23, 2015 | Capstone
Money can be an influential tool at times. I learned the power and the utility of money in college, about as far away from the university and campus as you can imagine. We were on a road trip in the Rocky Mountains and our car had broken down. Adding to the pressure,...
by admin | Sep 21, 2015 | Investing Fundamentals
There have been numerous times in this presidential cycle where Donald Trump has said something and I’ve cringed. A political analyst that I was listening to recently said it best — Donald Trump is an astute business operative, but with the remarks he makes, do...
