March 5, 2019
Why You Will Never Retire to a Life of Leisure

3 Reasons Why You Will Never Retire…to a Life of Leisure

We all have hopes and dreams for retirement — traveling, relaxing, playing golf every day. Personally, I see myself sitting on a beach after a morning of wetting a line (a.k.a. fishing)… basically enjoying the vacation life every day. However, unless you take necessary steps you simply won’t be able to retire to the full lifestyle they often picture in TV commercials and magazine ads.
February 19, 2019
Are Investment Brokers Worth the fees

FEES! FEES! FEES! Are Investment Brokers Worth It?

Are investment brokers worth the fees they charge? Ask any investor this question and you likely receive one of the three very short responses: No, maybe, or yes. I will be the first to admit that I have asked myself this question on multiple occasions. Recently I was reviewing a prospective client’s investment account and asked, “Why is she even paying this person?”
November 9, 2018
investing to beat the stock market

Will I Beat the Stock Market if I Sell My Stocks Now?

Unless you’ve been living under a rock, you most likely know the stock market is looking like a roller coaster at Six Flags, with not one, but two major market corrections this year. However, before you sell everything and jump ship, you need to know the numbers—the REAL numbers, and remember you cannot beat the stock market. 
June 14, 2018
using retirement funds to buy real estate

Thinking About Using Retirement Funds to Buy Real Estate? Think About This First!

When looking for investment strategies to help you increase your retirement, one of the hottest options out there right now to invest in is individual real estate. Pundit after pundit is screaming, “Buy real estate! Buy real estate!” And while I don’t necessarily disagree with this concept, I do have a few suggestions to make before you start using retirement funds to buy real estate investments. 
April 26, 2018
discovering your risk tolerance

Is The Stock Market Going to Crash Soon or Go Up?

One of the most common questions I get on a daily basis is—will the stock market go up or down in the near future? My standard response to that is—it’s going to go up OR it’s going to go down. Pick your direction. If the stock market was predictable from one day to the next, then we wouldn’t have the Powerball! We would all be independently wealthy.
March 28, 2018
Should my investment strategies change nearing retirement

Should My Investment Strategies Change if I’m Selling My Business Soon?

I hear from clients every day, and many of them ask me, “Hey, Justin. Should my investment strategies change if…..” And the “if” at the end of their question could be “if I’m retiring soon.” It may be “if I’m spending a fortune on my kids’ college education.” Or more importantly in my line of business, I hear, “if I’m selling my business soon.” Well, that all depends on you, friend. It all depends…