Explore Long-Term Care Options

The common U.S. life expectancy is 87 years. When you live into your 70s and beyond, the likelihood that you’ll need long-term care is considerable. Of course, much younger people can require these services, too, as a result of accidents or illnesses. About 30 percent of new long-term care insurance claims begins by age 80, [...]

By |2019-08-14T13:59:44-07:00May 27th, 2019|Uncategorized|

Maintaining Perspective

When the Dow Jones Industrial Average climbed above 22,000 in August 2017 (an all-time high) I wrote an article titled “Managing Expectations.” In early October 2018, the Dow reached a record-breaking 26,800 points. In the four weeks that followed, it dropped by 2,000 points. By mid-November, the it was back near 26,000. As I write [...]

By |2019-08-14T13:59:47-07:00November 19th, 2018|Current Affairs, Investing, Uncategorized|

Is it Time to Roll Over Your Retirement Accounts?

How many retirement accounts do you have? If you've changed jobs a few times throughout your career, you could have several accounts housed in different employers' plans. While it is certainly acceptable to leave money in an old plan, in some cases it may be a better idea to consolidate your assets. (If your account [...]

By |2019-08-14T14:00:22-07:00December 13th, 2011|Investing, Retirement, Taxes, Uncategorized|

Leadership, Perseverance, Hope

Last month, I attended the Schwab IMPACT conference for investment advisors in San Francisco. This invitation-only financial-industry conference brings together independent investment advisors with influential presenters, exhibitors and experts to learn about and collaborate on key issues and best practices. It was my extreme honor to speak on a panel about building and managing an [...]

By |2019-08-14T14:00:23-07:00December 6th, 2011|Advisors, Company News, Current Affairs, Uncategorized|