The Retirement Salary®
The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
The Annual End of the World
There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securities markets. Why, then, are there so few genuinely successful investors? In my opinion, the answer is simple – they …
Benchmarks and Investor Psychology
Growing up on the east coast, your perception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on moving here, I could see wild visions floating through …
How Much Farther Can It Go?
As I write, the Dow Jones Industrial Average has closed at over 14,397, a 120% increase since its bottom of 6,547 at the market’s nadir exactly four years ago on March 9, 2009. Countless articles are being written on the …
