Many people reading this may be fortunate enough to have a retirement account established for them through their employer. But for small business owners, like myself, we have to create our own ways to save for retirement. I am always surprised to see that many small businesses don’t fully evaluate their options, and if anything,…
Q4 – 2018: Brandon’s Quarterly Market Commentary
In case you turned off the news and/or were hiding under a rock for the past couple months, you may not have noticed that the final quarter of 2018 was not the best for equity markets around the world. December specifically made headlines for being one of the worst performing months in recent history. The…
The F.I.R.E Movement – Financially Independent, Retire Early
This past week I have listened to various thought leaders on a topic called the “F.I.R.E. Movement”. No the house is not burning down, nor does the acronym imply a state of urgency. But for those of you who hadn’t heard of it previously, let this be the first. Financially Independent, Retire Early. And for…
4 Portfolio Protection Strategies
O bear market, o bear market. Where art thou bear market? While I don’t wish it upon us, I am a realist. Lurking out there somewhere is a pullback waiting to happen. I’ve been doing this long enough to know the markets do not just go straight up. Bear markets are part of investing, for…
How You Can Pay Less Tax (legally!)
Most people I know that have a heartbeat and four limbs all wish they could pay less in taxes. As an advisor, I share some of these strategies as I come across various situations. Being tax efficient is very much a part of every financial plan that I put together for clients. Why not use…
10 Podcasts I am Listening To
As I have mentioned previously, I have been a big “podcast addict” (coincidentally that’s also the name of the android app that I use to listen) since discovering podcasts in early 2017. I don’t know how long they existed prior to me discovering them, but it’s been one of the best things to happen to…
National Financial Planning Month
I am going to guess that 5% of Americans (maybe less!) realize that October is National Financial Planning Month. I admit that these “XYZ Causes of the Month” (oh hey, “National Guide Dog Month”) or the “Kiss a Ginger Day” craze gets to be a bit much, but because financial planning is what I am…
Q3 – 2018: Brandon’s Quarterly Market Commentary
U.S. Equity Markets continued a nice run from July-September and finished higher by most measures. The graph above (courtesy of Yardeni research) tells the story of what has been happening around the globe: US (top line in purple) has been faring better in 2018 than most major markets. A mixture of all indexes is measured…
Five Money Moves to Make By Year End
With less than two months left until the end of the year, now is the time for us to assess what financial moves we should make before December 31. We all know what happens when November and December come around, we have nothing but holiday parties, shopping, and time off with the family on our…
Wealth Is What You Don’t See
Here is something that I read recently that I wanted to share my thoughts on: Wealth Is What You Don’t See (Fervent Finance) I shared this link on my social media this week, and I have been thinking about it (way before today, but more so lately). I think it’s important enough topic that I…
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