The Value of 100,000
Wendy and I were on a trip to visit a client family reunion in South Georgia. Since there was going to be a lot of driving, we agreed to spend the night in Macon and make it a short weekend trip. As we were on the highway, I heard Wendy gasp. When she got my […]
A Financial Advisor vs an Investment Advisor
I often hear from folks that financial advisors are a commodity. They say you will get the same set of services no matter who you use. Nothing could be further from the truth. There are very few industries where there is a larger difference amongst providers in the number and types of service offered […]
The Grinch and our Sixth Client Story: Social Security Claiming Strategy
This year, she decided to dress up like an elf while making the deliveries. She then asked me to don a special costume. As a 48-year-old Jewish guy from Brooklyn, NY, I agreed to wear a onesie Grinch outfit while on our delivery route. I walked in costume throughout our subdivision at constant risk […]
An Opportunity to Protect Against Inflation and Our Fifth Client Story
In advance of our fifth client story, I wanted to respond to one of the most common investment concerns I’ve heard. How can someone structure their portfolio to at least keep up with inflation? Challenging investment environments like this one will always create opportunities. In this case, one of these opportunities can be for conservative […]
