Market Bears & Client Fears (Advisor Magazine) April 5, 2022 PDF Version On March 4th I sat down at a kitchen table with two new clients in Elkhorn, WI. The husband recently retired Read More »
Asset Allocation – The New Playbook (Advisor Magazine) April 13, 2021 PDF Version Interest rates reached their highest point in modern history in 1981 when the annual average mortgage interest rate was 16.63%. Savings Read More »
Planning’s New Horizon – Advisor Magazine March 4, 2021 PDF Version If 2020 were to reinforce any investor lessons, it would be that recessions and market events are just as much behavioral Read More »