News & UPDates

I hope this note finds you and your family well as we start to emerge from the Covid crisis. It has been a crazy and challenging 15 months for the world! Please see the 9-minute video below for important slides, charts and commentary about our path forward. Please...

I hope this blog finds you and your family well during these unique and unprecedented times. Please review the video below for timely updates.  I continue to believe that this is an epic race between a nasty virus and HC innovation. We already have better...

Given the level of uncertainty in the stock market, now is a great time to focus on critical planning issues, reduce red flags and become more confident about your overall retirement plan. Holistic planning will help you review complex decisions that have a high cost...

“Nothing in our immediate future will be easy. The number of cases will rise. The losses will increase. The markets will stumble. But make no mistake about it, we will prevail, because the only thing more contagious than a virus is hope.”  - William McRaven – Retired...

Coronavirus and your portfolio

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...

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...

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...