Thanks for watching. We have seen a lot happening over the last 24 hours with the elections, and what I wanted to do is just show you historic data as to what happens when we have a Republican presidency and a split Congress. Now this graph that I'm showing you here is [...]
This year is more "normal." As I have been discussing this year, we've been expecting a meaningful pickup in volatility, particularly after the unusually benign conditions that characterized last year. Remember 2017 was actually an abnormal year for how little volatility we had. This year, however, has not disappointed for volatility as [...]
Combating Professional Criminals, the Super Rich Way As your wealth grows, so can the risks you face from criminals intent on separating you from your possessions—or something worse. Here’s a look at the ways many of the wealthiest families create plans for thwarting would-be criminals and protecting what’s rightfully theirs. To view this flipbook, click [...]
Trusts can be a beneficiary for your IRA, but you will want to be familiar with the requirements for trust a to be a qualified “see-through” trust. Meeting these requirements is the only way the valuable “stretch” advantage can be used by trust beneficiaries. The stretch is the ability of the named beneficiary to [...]
Managing life circumstances effectively with your money. "When your advisor reinforces the importance of rational decision-making, you are often better positioned for managing life circumstances effectively. Instead of chasing returns, you will be prepared for what we call the 'certainty of uncertainty.’” https://www.youtube.com/watch?v=nEnb2HnIZ88
No matter how far away you are from retirement, it’s a good idea to take the time to add up what your retirement income might look like when that day arrives. Then you can accurately determine your needs. https://www.youtube.com/watch?v=nHei61BoeKw Written by Tom Hurley in the Financial Freedom Studio.
When should you take Social Security? How will your Social Security affect your Retirement? https://www.youtube.com/watch?v=bdotkymTqt0