How much money do you currently have in the market? All of it? 50% 80%? Did you make a conscious decision to have that particular percentage exposed to market risk? How did you decide stocks, mutual funds, ETFs, bonds, annuities, or maybe a professionally managed...
How Do You Measure Investing Success? I was talking to one of my listeners the other day, and we’re gonna call him Joe. He was mentioning how his friend made a 22% return in the stock market last year. For many reasons, I usually don’t give a statement...
My emphasis is on the preservation of your retirement principle, participation in market gains, and a lifetime of income that you cannot outlive Crown Haven planning prepares you for a retirement that you can count on. This is what we do to ensure your hard-earned...
This week’s Smart Money podcast is about red money and green money and how you should diversify your financial portfolio to prepare for retirement. Here’s a question, how much of your money is currently in the market? All of it? 50%? 80%? Did you make a...
Things you can’t and you need to control and hold on to with every fiber of your being the things you can control because there’s so much you can. The risk has its place but you have to understand what that risk is and you also have to understand what fees...
Time, money, energy….What is important to you? What does that pie chart look like? What’s really important to you? How do you want to balance it? That should be defined right at the outset you know because and this change is over time too The beginning of your...
