He has practiced a values-based method of financial planning for over 35 years and defines his job as helping people make smart choices about their money with the goal being, no matter what happens in the market, economy, or the world, they have a higher probability of achieving their goals for the reasons that are important to them.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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