27 July, 2022 Total Client Experience

When Will It Be Over? And Other Portfolio Thoughts

Everyone wants a portfolio silver bullet, that magical strategy or investment that will not drop during volatile markets and earn a healthy profit....

22 July, 2022 Total Client Experience

How to save $2,000,000 in Taxes with Planning

How can I get better portfolio returns? It’s the driving question for most who wish to create more wealth and a better life for themselves. What could be more important to creating more wealth than better portfolio returns?...

03 June, 2022 Total Client Experience

What Might Happen Next?

It’s not fun to look at your portfolio statement during normal market downturns like we are experiencing now. When will it end? I have no insider information about when things will turn around,...

16 May, 2022 Total Client Experience

Avoidable Regrets

I took my family out for a nice dinner on Mother’s Day. Although we went to a small local Trattoria it was far from inexpensive, but the food was out of this world. Having the family together for this wonderful occasion provides memories that cannot...

06 May, 2022 Total Client Experience

Do You Remember March 23, 2020?

As human beings, we have certain behaviors wired into us. One such behavior or bias is that we often feel whatever trend is happening will continue indefinitely. It is easy for us to justify and rationalize this thought process....

02 March, 2022 Total Client Experience

Stock Markets Are in Correction

So, stocks are falling. The major indices have officially entered correction territory. This should be no big surprise to anyone who understands that volatility is normal in investing....

02 February, 2022 Total Client Experience

Nothing New….There Is Always A Reason To Sell

I read about an old saying a few days ago that people do not go to church to hear the 11th Commandment. They go to reinforce the 10 Commandments that are already in place....

10 December, 2021 Total Client Experience

One of the Biggest Investor Mistakes

We’ve all done it. Watch that stock, ETF, or mutual fund go up month after month until you can’t resist anymore and buy-in. Only to be disappointed when it performs poorly afterwards. Sound familiar?...

08 December, 2021 Total Client Experience

Rising Interest & Inflation rates are bad for markets

A few clients recently made comments about rising interest rates and its potential effect on markets and their portfolio....

04 October, 2021 Total Client Experience

A Crash Is Coming

Robert Kiyosaki, author of the popular book Rich Dad, Poor Dad, has predicted a “giant stock market crash” in October...