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Anatomy of The Bear. Lessons from Russell Napier.

Russell Napier's classic tome "Anatomy of the Bear" is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the traits which mark their bottoms. Every bear market from 1921, 1932, 1949 and 1982, all carried several common traits which can help identify when their over.

America: WILL WE FINALLY LEARN A LESSON?

If as households we do crumble financially yet another time, will this 'outlier' event finally teach us a valuable lesson? How many Black Swans must we endure to work diligently, effortlessly, to shore up our family’s finances?

#FPC: Tips For A Volatile Market

It seems like the sky is falling, it always does when we get into one of these environments, but fret not we’ve been here before. The question is what will you do different this time around?

Three Ways to Avoid the ‘Lost Highway’ of Financial ‘Advice.’

On the road to personal financial milestones, investors aspire to reach multiple destinations that are important to them - whether it's saving for a college education or retirement, we all seek to assess the risks. Here's three to avoid.

Our Triple-C Rated Economy: Complacency, Contradictions, and Corona

The Fed and markets are confident and complacent despite a laundry list of risks and problems that are only getting bigger.

#FPC: Dave Ramsey Is Right & Very Wrong About Permanent Life Insurance (Pt. 2)

Why Dave Ramsey is right, but also VERY wrong about the use of Permanent Life insurance in your financial and retirement planning process. You could be leaving a LOT of tax-free income on the table for your retirement.

6 Considerations for Long-Term Care Coverage.

Retirement care analysis is a deep dive into the overall retirement planning process. Unlike income planning, retirement care planning requires us to face our inevitable physical limitations and the toll it can have on personal finances along with the negative ripple effects on wealth and health of loved ones.

#FPC: Dave Ramsey Is Right & Very Wrong About Permanent Life Insurance (Pt. 1)

Why Dave Ramsey is right, but also VERY wrong about the use of Permanent Life insurance in your financial and retirement planning process. You could be leaving a LOT of tax-free income on the table for your retirement.

#FPC: 5-Things You Aren’t Being Told About HSA’s.

With the passage of the SECURE ACT and the death of the STRETCH IRA there has been a lot of noise about HSA’s. You can use an HSA as an investment vehicle and get a triple tax benefit.