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 …
Contrarian Grill Conversations- Summer Ingredients for your Retirement Plan Read More »
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 »
On Pointe – Wealth Management Edition Look. At the time of this writing, we are NOT in a recession. Yet, the stock market and bond markets are signaling one. Most business operators are seeing the pinch. But, typical of markets, they react well in advance of actual economic data. Remember this as you read …
Should you view your Portfolio the same way you would if it were your Company? Read More »
ON POINTE – 401(K) EDITION Don’t get me started. And I’m not some ant-government fanatic. But I’ve lived long enough on this planet to know that I often know more than some government agencies when it comes to retirement. While I do respect the intention of some policies, it’s the implementation that can be …
ON POINTE – WEALTH MANAGEMENT EDITION 4 Ways to Approach a Major Golf Tournament like you might do with your Investment Portfolio. I don’t regularly watch golf but the Masters I make time for all four rounds… There is something special about this golf tournament. For me it’s the history, tradition, and the anticipation to …
I have a tremendous amount of respect for my clients who offer 401k plans (and those who are looking to start plans) for their employees. A 401(k) plan is a powerful tool for helping employees save for retirement. But did you know that your plan could also do more than just help your employees with …
5 ways your 401(k) plan could do more than just help your employees with retirement Read More »
I really like Key Lime pie. No joke my wife’s key lime is the best and it’s my birthday request each year, not to mention any other time I can convince her to make it! What kind of pie don’t I prefer? Arbitrary pie charts. Arbitrary pie charts are pie charts that are not based …
