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News and insights to help you be a Trusted Financial Expert.

Inflation Worries

Inflation Worries?

How worried should your clients be about inflation? Consider this. For years the core inflation rate has not varied while ...
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Record Low Rates Equals Free Money

Record Low Rates = Free Money?

That seems likely since home values have soared during the pandemic and at the end of 2020, an estimated 46 ...
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Mortgage

Pay Off the Mortgage or Save for Retirement?

Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and ...
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compound vs speculation

Compounding vs. Speculation Rates of Return

A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice ...
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stock market

How to Handle the ​​​​​​​Stock Market’s Unpredictability

We all know the stock market can be unpredictable.  After the sudden drop the last couple of weeks due to the Coronavirus, ...
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Finance 101

Finance 101

You finance everything you buy.  You either borrow from a lender and pay interest or you save interest by paying ...
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401k

Pros & Cons: Saving for Retirement in a Qualified Plan

I think it’s better to pay taxes on your retirement savings while you are working, than to pay later when ...
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formula one

Having Access to Capital Might Change Your Life … Just Ask 3X Formula One Champion Niki Lauda

After success in the lower categories, Lauda bought his way into Formula One in 1971, against the wishes of his ...
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