Solve the Biggest Retirement Risk

In this week’s Hidden Wealth Review, I teach that if you can solve this one thing, you can fix two problems, simultaneously. The number one challenge we need to solve is volatility. By volatility, I mean higher stock market and higher tax volatility due to: Huge deficits. Drastically increased government spending. 10,000 people retiring every day, meaning fewer people paying taxes. The …

Double Digit, Tax-Free Returns

In this week’s Hidden Wealth Review, I teach that it’s an important time to lock in your stock market gains and remove the risk before the market drops another 5% in five days. This past week, I conducted a review with a client who made 14%, Tax-Free! Another client experienced a 20% Tax-Free gain without any risk of giving this return back. …

The Retirement Roller Coaster

In this week’s Hidden Wealth Review, I teach that the retirement savings roller coaster will continue to get more volatile. Many of you are concerned by the return of large market swings like those we saw in 2008. This fear is understandable in light of the new single-day drop record of 1,175 points. Many people want to know how they can get …

Insulate Your Gains

In this week’s Hidden Wealth Review, I teach that many people are over-allocated in equities (stocks) and they are going to find themselves out of time to get their retirement back if we experience another market crash. There are many reports out suggesting that Baby Boomers are especially over-weighted towards stocks. Many of them have more than 60% of their money in …