Wall Street’s a Rocky Road

by | Jan 22, 2016 | Blog

In this week’s Hidden Wealth Solution Insight, I teach that it’s an understatement to say that Wall Street has been a rocky road. This is typical of what happens in the market just before we go into a major downturn; the smart money is leaving while the...

Are Your Retirement Savings S.A.F.E.?

by | Jan 16, 2016 | Blog

With all of the market drops, we’ve had a few client calls to our office this past week to confirm that they had not lost any of their retirement savings. A few clients have asked if we could protect savings in IRAs and 401(k)s from market losses. We were...

15 Years Lost. Are Your Retirement Savings S.A.F.E.?

by | Jan 16, 2016 | Blog

Because you’ve protected your retirement savings from stock market swings with our products and strategies, your retirement savings are completely safe! The retirement savings that you have with us have not lost one dime in what’s now the worst start to...

State of the Union vs. State of Reality

by | Jan 15, 2016 | Blog

In this week’s Hidden Wealth Solution Insight, I teach about the continuing stock market woes. In addition to what was already the worst start of the year ever, the market lost another 365 points mid-week. This was after the Royal Bank of Scotland called for a...

Why You Should Have a Financial GPS

by | Jun 12, 2015 | News

In this week’s Hidden Wealth Solution Insight, I teach thatmany people spend more time planning their summer vacation trip than they spend planning their retirement. You wouldn’t plan your vacation as you were backing out of your driveway; you would plan...