by Todd Moerman | Jul 18, 2013 | Uncategorized
Q2 2013 Market Update in Video Format Markets were rocky as we ended Q2. Investors reassess the implications of monetary policy in the US. Is this something to worry about? The markets were spooked on 5/22 when Fed Chairman Ben Bernanke stated that he may start to... 
by Todd Moerman | Jun 24, 2013 | Wiser
A good starting point for investors to gage net worth (NW) is to find out how he or she is doing compared to other investors. At my firm, we like to benchmark. We compare clients and potential clients to other millionaires to provide data driven feedback.... by Todd Moerman | May 23, 2013 | Doctor/ Dentist, Retired, Working
What if you were to find out that your current investment strategy will either … Require you to work longer or Cause you to retire with less money than you deserve? When conducting second opinions with potential clients, this unfortunate reality rears its... by Todd Moerman | May 16, 2013 | Doctor/ Dentist, Retired, Working
We are on the verge of a retirement crisis. According to a recent survey by TD Ameritrade, the average Boomer is $500k behind on the retirement savings they will need to comfortably retire. How far behind are YOU? Retirement planning may seem like something you can... by Todd Moerman | May 8, 2013 | Doctor/ Dentist, Retired, Working
We understand why many people invest so much into company stock… it’s your “team”, your company. In the words of Winston Churchill, sometimes it’s the root of your “blood, sweat, and tears”. You invest the bulk of your...
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