On Pointe – Wealth Management Edition Waiting for a pullback… I’ve heard this Story before! As you can imagine we talk to a lot of different people regarding the markets. We talk to traders, investors, fund managers, retirees, beginners, and many in the emerging industries. The one common thread is everyone seems to have their opinion. …
Waiting for a pullback… I’ve heard this Story before! Read More »
On Pointe – Wealth Management Edition You can Follow a Recipe but You Still Need your Senses…. My wife can cook. She’s the daughter of an Italian American. Her mother carried on the “homeland” traditions of cooking. These recipes had been passed down for generations and made from scratch. For dietary reasons, our family has switched …
You can Follow a Recipe but You Still Need your Senses…. Read More »
On Pointe – 401(k) Edition 401k!?!? Why bother… I’m going to be selling my company anyway! 3 Reasons to consider 401(k) even when you’re selling… I was enjoying a steak dinner with my new attorney friend in Denver. Tons to talk about but we had an interesting exchange… first some background. We both were attending a …
On Pointe – Wealth Management Edition Planning a Summer Vacation for your Portfolio… 4 Summertime Portfolio Planning Activities! While we may be focusing on prepping our homes for the warm (or hot!) summer months ahead there is a sense of anticipation. Perhaps thinking of what might be ahead for us with the likelihood of summer …
On Pointe – 401(k) Edition Why is the SIMPLE IRA not so Simple? Why is the SIMPLE IRA not so Simple? Just try converting to a 401(k)… 3 reasons to consider a change AND why conversions aren’t so simple! Yes, I’m biased when it comes to retirement plans. The 401(k) does seem to fit the bill …
On Pointe – Wealth Management Edition How to Plan for Retirement in your 50s… 6 things to consider as you get nearer to retirement. Ah, the milestone birthdays… Now they tend to be round numbers instead of the “coming of age” birthdays. A big day like turning 16 and being able to drive. Your 18th birthday …
On Pointe – Wealth Management Edition Contrarian Grill Conversations- Summer Ingredients for your Retirement Plan Contrarian Grill Conversations- Summer Ingredients for your Retirement Plan A favorite summer activity of mine is grilling! My wife and I enjoy cooking, especially with our friends and family. One of the best aspects of outdoor cookouts is that it is …
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On Pointe – 401(k) Edition What is with the Mystery of State Mandated Retirement Plans? Are they like a “box of chocolates and you don’t know what you’re going to get!?!?” Yes, I am having a little fun with this On Pointe. Why not, right!?!? But the topics surrounding State Mandated (or Sponsored) Retirement Plans …
On Pointe – Wealth Management Edition It’s May… Now what I’m supposed to do? Surf or trade stocks? Readers of On Pointe know how we watch the calendar for clues to how to best approach the markets. Readers also know our team is lovers of the Great Outdoors… And summertime is one of …
It’s May… Now what I’m supposed to do? Surf or trade stocks? Read More »
On Pointe – 401(k) Edition A Look Beyond the “Normal” Reasons for Changing 401k Providers. Emerging Industry Executives should know these 4, actually 7 good reasons to consider changing 401k providers. There are a few of the more obvious reasons for changing 401k providers. But there are a few more that often fly …
A Look Beyond the “Normal” Reasons for Changing 401k Providers. Read More »
