Negativity typified markets in this holiday-shortened week with the Dow down over 2.6% on the week as I type.

Cash? Do you have an emergency fund? Do you pull it from an IRA and get slapped with tax? Do you have Roth money available? 

Given the current political environment, there will be a lot of press in the next 1.5 years about the “Death Tax”.

Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether you should hire a financial advisor or do it yourself.

As strange as it may seem, dead or alive your identity is at risk. The grave is no panacea for having your identity stolen.

On average, the market1 is positive three out of every four years. There has also never been a 20-year rolling period in which the stock market has produced a negative return.

Whether it’s COVID-19 fears, political divisiveness, wars, gun violence or market volatility

Recently while looking through my bookshelves for something to read, I saw my copy of Barton Biggs’ Wealth, War, & Wisdom with the Foreword by Yale Endow-ment CIO, David Swensen.

One of the main goals we all share is to retire one day. However, many people have certain misconceptions that stand in the way of preparing for retirement. When planning for the day you no longer must work ever again, it is important to have the correct information for your situation.  

Over the past decade Growth Stocks have been the primary driver of the US stock market’s outperformance as compared to the rest of the world.