Investments

SO, YOUR INVESTMENTS ARE DOING WELL.  The “markets” have been going up for several years – they are on a roll.  We are in the midst of one of the best periods of investment [...]

I get this question all the time!  Many in the middle class or just getting starting saving for their future have difficulty in determining the right amount.  Here are some considerations which [...]

It may not be, when can I retire?  Or where should I invest?  Or how much insurance do I need?  Or should we pay off our debt first before investing? Or any other question related to your [...]

Have you ever asked an adviser this question?  Or thought an adviser is capable of watching the markets and doing this for you?  This might be the most recurring question that I have heard from [...]

The latest trick being used by many financial advisors and firms to get you to invest with them or buy their crappy products to provide value to their clients is to imply that they can help you [...]

Do you do business with a friend?  In what capacity?  How is that working out?  Has it complicated your personal and professional life?  Do you regret the whole situation?  For some people this [...]

Yes it is!  So there.  I don’t care if the overwhelming wisdom in the financial services industry is that when you invest for your future, for the long run, you have to have a portion of [...]

The name of the book is If You Can.  This “book,” if you can call it that, has gotten attention from some corners of the financial services industry.  While you may not be familiar with Bill [...]

The Financial or Retirement Plan.  Are you in the market for a financial or retirement plan?  At PlanVision, we support planning a lot!  We actually think that the process of planning for your [...]

As you think of your future and contemplate your retirement (or a period of time that you have more financial flexibility), you begin to wonder what your life will really be like.  Who will you [...]