fbpx
Member Login
  |   Call Us Today! 727-588-1540
­

Avoiding “RBMs” – 4 Simple Rules

The Fast Food Financial Advice Epidemic Tell me if you have heard this story: Business owner has 4 good months where cash flow is good, bills are getting paid, creditors are at not calling, a little [...]

The Fast Food Financial Advice Epidemic

The Fast Food Financial Advice Epidemic We have all had this experience. We are busy working. We get hungry. We know we shouldn’t, but we just can’t help ourselves. We drive to the nearest fast food [...]

A Controversial Advanced Tax Strategy

I have some bad news for you. If you own a qualified plan (IRA or 401(k)) then you may be in a possession of a bomb—a tax bomb to be more exact. For years the “High Priests of Finance” have [...]

The Anatomy of Financial Ruin

The Anatomy of Financial Ruin Anatomy: separating or dividing into parts for detailed examination. Ruin: a. a state of complete destruction b. the state of having lost money, social status, etc. - Merriam-Webster As an [...]

Let’s Watch the Grass Grow!

Let’s Watch the Grass Grow! Recently I read this quote from American economist Paul Samuelson: “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to [...]

How to Invest During Market Corrections

How to Invest During Market Corrections Over the last few weeks, investors have experienced declines in their stock market portfolios, which is something that is part and parcel with this kind of investment activity. The ups [...]

The 5 Simple Rules of Investing

The subject of investing has become more popular as more and more workers gain access to investment markets. This is a result of the expansion of the middle class in industrialized nations who have enough income to pay for their [...]

Preserve Your Reserves

I do like simple things. There is no truer test of a genius then someone who can take something that is seemingly very complex and reduce it down to a simplicity. One of the reasons I admire private practice health [...]

Why Diversification is More Important than Ever

As I begin to write this article, I’m sitting on my couch at 6:21 a.m. watching Bloomberg TV on mute as the top news and market indicators dance across the screen. It’s the same old thing: political trouble, public company [...]

Load More Posts