Got Volatility?

If the last couple of months, and especially the last few weeks have made you uncomfortable, then I suggest you take advantage of the recent rebound in stock prices from the recent large drops in the market and adjust your strategy to one that is less stressful on yourself.

Is Cash the Only Safe Place to Be NOW?

While I have been getting a lot of calls and emails thanking me for the information and explanation, several folks have contacted me and said that the post confirmed things that they had been concerned about and now they are moving everything to cash and just sit, as they are frozen with fear.

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Live from Business Radio KDOW 1220AM

Live from Business Radio KDOW 1220AM in San Francisco. in San Francisco, Roger joins The Best of Investing radio show. This program was taped on June 22, 2019.

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How to Use Real Estate Exchanges to Improve Your Retirement Happiness!

Real estate income property is a wonderful asset for many folks. It has been a resource that has provided the foundation to building wealth for decades. After all, it can produce income, tax benefits and appreciation. That is quite a triple threat!

4 Things You Should Know Before You Sign Up for Social Security

There are many variations of these rationalizations about taking social security benefits early. I believe this is mainly due to folks not understanding what Social Security is, the role it plays in your retirement income plan, and how to maximize your benefits under the rules.

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How the Stock Market Has Changed Over the Last 30 Years

Over the past few decades there has been an explosion of strategies and money flows from institutional investors (pension plans, hedge funds, etc.) relative to the market participation of individual investors. This dynamic change has made it more difficult for individual investors to be successful due to these imbalances in market participation.

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Celebrating 30 Years, Has Anything Changed?

I recently celebrated my 30th Anniversary in this business. It’s actually been a lot longer, but I don’t count my years as a commodity broker.

The Top 5 Financial Advisement Questions Clients are Asking Me Today

Clients ask questions all the time. Usually they are based on a conversation with a friend or associate, or sometimes another family member. Lately, I have noticed a significant increase in people asking the following 5 questions. I am not sure why, other than many of them are concerned over the current volatility and uncertainty many are currently experiencing in their lives or in their minds. Whether it is due to politics, stock market activities, changing interest rates or the increase in frequency and severity of natural disasters, I don’t know. What I do know is these are questions that are making many of them uncomfortable, with many reporting it is starting to affect their ability to relax and sometimes, sleep.

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Are Your Kids Going Off to College this Year?

If you have a child going off to college this fall, and they are over the age of 18, don’t say goodbye until you have taken a simple step to avoid potential disaster.

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What the Raising of Rates by the Fed Means to You

At last week’s meeting of the Federal Reserve Board, they announced that they would be increasing interest rates for the second time this year and that they intended to increase rates 2 more times before the year is over. That would be a total of 4 increases, instead of the 3 that were anticipated by Wall Street. Considering how long we have lived in a super low interest rate environment, many people are worried that rising rates will undermine our economy and be a catalyst for drops in the stock, bond and real estate markets.