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How planning gave this family nomadic freedom
Financial planning clients and world travelers, Thomas Murphree and Frank Camacho, gave up solitary life in San Diego two years ago and...
Finding purpose in retirement
Your financial advisor may tell you that a successful retirement has everything to do with how much there is in savings followed by the...
Expat without a retirement plan? Here’s a solution.
If you’ve moved overseas to open a business or to work for another company you may be wondering how you can contribute to a retirement...
How options can protect against a portfolio decline
Options are sophisticated financial instruments that can help protect a portfolio from a decline and even provide additional income....
EU rules block investors from buying ETFs
Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic...
A short history of market corrections
Senator Schumer accused President Trump of having temper tantrums. This also is a good description of the markets in recent weeks. The...
Year-end tax tips
As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax...
Are we in a recession?
Investopedia describes a recession as a “significant decline in economic activity that goes on for more than a few months”^1. This does...
Checking your emotions during market volatility
Investors saw relief as the Federal Reserve Chairman corrected statements suggesting that they will slow the pace of further rate rises....
What to consider during Medicare open enrollment
It's Medicare open enrollment and if you’re 65 or older, this applies to you. The deadline to make changes is December 7th. Here are some...
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