Today I’m answering a timely reader question, “should I sell my stocks now?” The stock market has been skyrocketing for over a decade. In fact, the S&P 500 has returned 500+% since March 2009. So,…
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Why Inflation is the Best Investment Benchmark
Today I’m talking about the best investment benchmark…inflation! Why? Inflation reduces the value of your hard-earned money every day. In other words, one dollar today, is not worth one dollar tomorrow. By stuffing your money…
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Is What I Tell My Financial Advisor Confidential?
We recently helped a client with an exciting life transition. Let’s call her Jane. After decades of hard work, Jane sold her company and went from maxing out credit cards to having life-changing wealth. Wanting…
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Disability Insurance Defined: The #1 Reason You Need It (In Plain English)
This guide has everything you need to know about disability insurance. Specifically, I’m sharing a simple definition of disability insurance, who needs it, how to avoid a gap in coverage, and more. So if you…
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Portfolio Rebalancing: What Is It + The Top 4 Benefits
Today I’m sharing what portfolio rebalancing is, when to implement it, and why it’s so beneficial. Market ups and downs make it difficult to know when to make adjustments…and when to leave everything alone. But…
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How to Buy International Stocks and Why They Are Important
Today I’m going to share how to buy international stocks. I’m also going to share why most investors should have them in their portfolio. In fact, a basic allocation to international stocks can save you…
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The 7 Most Important Types of Insurance (+ Free PDF Checklists!)
Today I’m sharing a step-by-step guide to attacking your insurance policies. In fact, knowing what insurance to tackle first, second, third, etc, can help you maximize coverage and save money. So if you’re ready to…
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Long-Term Care Insurance: Defined
When it comes to issues that have the potential to drain your nest egg, healthcare is usually at the top. But healthcare includes more than just paying for health insurance. You also have to consider…
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