I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what every retiree wants when working with a Financial Advisor, right? However, I […]


Episode 057: Why Other Americans Lost 14 Trillion Dollars and My Clients Didn’t Episode 057 is my plea to you to see clearly the fact that insurance companies played no […]


Episode 056: Why “What Charlie Teaches” Sounds too Good to be True This was supposed to be ten minutes long and ended up almost 30. It’s so frustrating to me […]


Following our blog post from two weeks ago, we’ve discovered that there are other options than investing in the stock market, namely, indexed annuities.  The ability to lose money is […]


The Wall Street Journal recently published an article Losing money is an option you choose; not a necessary evil. Many of my clients have NO money in the market and […]


With the recent losses in the market, now may be a good time to address a little-known fact among most retirees and investors: Losing money in the market is optional. […]