by Todd Moerman | Apr 10, 2014 | Doctor/ Dentist, Retired, Working
Find Out Now if Your Financial Strategy is Working! Many investors I meet think they are doing OK. The truth is, they really don’t know how to analyze their portfolio or compare their actual results against a proper benchmark. They gauge their assessment on gut feel... by Todd Moerman | Jan 28, 2014 | Doctor/ Dentist, Retired, Working
Strategic Wealth Advisor Audiotech: Will it work for you? Let’s start by saying that I am a huge fan of AudioTech and James O’Shaughnessy. I have been a subscriber for many years. I was actually an investor with James O’Shaughnessy when he was at Bear Stearns and... by Todd Moerman | Jan 27, 2014 | Doctor/ Dentist, Retired, Working
Bull Market of 2013 and asset class review. Did you miss the bull market of 2013? If so, what do you do now? Look at our video recap below. The current bull market is now the sixth longest in S&P 500 history (of 26 total bull markets). As of year-end 2013,... by Todd Moerman | Jan 17, 2014 | Doctor/ Dentist, Retired, Working
Will you be able to retire on your own terms? Will you work until you are 70 or older? Will you work because you want to or because you need to? The choices you make in 2014 will determine the lifestyle you have in retirement. It is common sense but habits are the... by Todd Moerman | Oct 11, 2013 | Doctor/ Dentist, Retired, Working
Q3 2013 Market Update in Video Format Markets had a very strong Q3 and they start Q4 with caution regarding the debt ceiling, government shutdown, and challenges with the Federal Reserve. If you are unsure of your financial strategy, I suggest you spend some... 
by Todd Moerman | Sep 30, 2013 | Doctor/ Dentist, Retired, Working
The Government May Shut Down Over the next few days, the federal government may shut down non-essential services because of lack of funding. The US Government is $16.7 trillion in debt When you add unfunded retirement benefits, Social Security and...
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