Your Vision · Our Team

Blog

The Distribution Phase: When you are not in Kansas anymore.

In the movie The Wizard of Oz, after being transported by the tornado, Dorothy looks around in bewilderment and says to her dog, Toto, I have a feeling we're not in Kansas anymore. This phrase has become to be widely known and used when we have stepped outside of what we consider to be normal, or when we have come upon a place or situation that is unfamiliar. I believe this is a great way to describe entering the distribution phase of financial planning upon retirement.
View More >>

The Value of Roth IRAs

The Value of Roth IRAs“It’s not what we don’t know that hurts. It’s what we know that ain’t so.”, Will RogersUnfortunately, there is a great amount of disinformation distributed by financial journalism that is not in the public’s best interest. I asked a mentor of mine why that is, and he replied that the media (magazines, financial TV shows, newspaper articles) are not knowledgeable enough to know the truth, and that they are happy to accept the sponsor
View More >>

Who needs to watch action movies when this stuff is going on? - Feb 2021

Wow! Chaos! Divisiveness! Nasty name calling! Conspiracy theories! Who needs to watch action movies when this stuff is going on?In our client meetings this past month, many concerns have been voiced by our clients about the impact on the future of the economy from the change in the Presidential Administration, the political environment (polarized parties, presidential impeachment, lawmakers under attack, etc.), and the pandemic.Interestingly, during all this pandemonium the stock market has been
View More >>

Going Back to Basics – Jan 2021

With a new year upon us, and 2020 behind us, now is a good time to go back to the basics with your financial planning. Even the best laid plans are subject to the events that happen in our individual lives and in the world. The financial markets are not the same as they were a year ago and, after 2020, we are certainly not the same individuals that we were a year ago. There is a new reality; and with that comes new perspective. Having at least an annual review of your plan is vital to its succes
View More >>

Good News for Finances - Dec 2020

Despite all the turmoil surrounding the election, and a surge in the COVID pandemic, there is some really good news to share.
View More >>

Investing Perspective Highlights –Nov 2020

With all that is happening in the world today, a discussion from an investing perspective may be a good idea. We have highlighted some topics that people need to be aware of. Thinking about these can be overwhelming. We can help you through this. If you would like to discuss any of these, please contact us.
View More >>

Jay's Timely Topics for Discussion -Oct 2020

The point we are at now may prove to be one of the most profound times in personal finance history. Never before have we had all of these circumstances occurring at the same time. Now is the time to be talking to us about the impact of these on your financial plan. Below is a list of some of the issues and strategies we are reviewing with our clients. If you would like to discuss any of these, please contact us.
View More >>
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck