Average Vs. Actual

How many times have you heard a financial planner say “on average the market returns 8% annually.”  What does that really mean and More »

Becoming Your Own Banker: Learn Where to Store Your Money

As a financial advisor, I have seen how marketing has conditioned the vast majority of Americans to store their money in banks. However, More »

The Retirement Trap: Private Wealth Management & 401k Alternatives

It has always been a bit confusing for me when I listen to our government leaders talk about how they have passed a More »

Private Wealth Management Strategies: Buying a Car

Roughly thirty years ago, we started a new experiment in qualified plans, such as 401k and IRA. Now that the time is nearing More »