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Month: October 2008

Eating Their Own Cooking

Watch this video on YouTube One of my clients recently asked me, “How much has your portfolio lost in the market this quarter?” My answer was, “Exactly the same percentage as yours.” To me, managing my clients’ portfolios in the same way I manage my own is a...

Dealing With Dark Friday

Watch this video on YouTube Friday, October 10, was one of the darkest days of my professional career. Indeed, that whole week was one of the most emotionally exhausting times I’ve ever had in my work. It was a helpless feeling watching the portfolios of my clients in...

Understanding Medicare – This Week’s Teleclass

Understanding medicare can be challenging, even for financial planners. This is one health care program where there is no one size that fits all. Join us this Thursday for a teleclass with our guest, Vicki Simpson, an expert in individual health insurance and Medicare...

A Windfall or a Worry?

Watch this video on YouTube With the current economic news, “investing” in the lottery might be tempting. But before you go buy a bunch of tickets, here’s a story I recently heard from an old friend. He and his wife had won a million dollars in their state lottery...