by Todd Moerman | Feb 25, 2020 | Manage Risk
As markets sell-off because of fear of the Coronavirus & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio. It is... 
by Todd Moerman | Feb 12, 2020 | Manage Risk
Covid-19 has exposed the College Crisis. Years of price increases, lack of ROI and many students stuck in low paying jobs even with a college degree! If you have kids, you have probably wondered “How are we going to pay for college?” The costs and consequences have... 
by Todd Moerman | Nov 22, 2019 | Save Money
Please like or share. An old friend and mentor of mine taught me a valuable lesson; “It is important for people to self-select.” What he meant is, it is very hard to help people who don’t help themselves by taking action (thanks SZ!). People who are... 
by Todd Moerman | Oct 25, 2019 | Manage Risk
With markets near all-time-highs, it is important to think about how we manage risk, our expectations about future returns and how we plan in advance for recessions. Please see the below video. You can pause the video to look at the details. In the video, you will see... 
by Todd Moerman | Sep 13, 2019 | Manage Risk
As we move into September and the start of football season, it is important to focus on your investing Game Plan. Please see the below video that addresses some recent questions from Clients – if you have questions about the next recession, expected losses, current...
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