WHAT HAS 2022 TAUGHT US SO FAR? The first third of 2022 is over. A LOT HAS HAPPENED! Ukraine was invaded by Russia, Dr. Anthony Fauci has declared that the Coronavirus has stopped being a pandemic and has entered endemic existence, Will Smith made himself infamous after being famous and The Bengals won their first Super Bowl (The Bills will …
Purpose is a Master Key! It gives you Direction, Capabilities, and Confidence. The average age of an American male from 1790 to 1840 was approximately 37.5 years. The average life expectancy of Our Founding Fathers was: 78 years of age, this includes the unfortunate lover of duels and future Broadway star, Alexander Hamilton, who was approximately 47. Why did they …
HAS THE WAR IN UKRAINE UPENDED YOUR PORTFOLIO? The impact of the war in Ukraine is more a humanitarian issue than an economic issue. However, during times of uncertainty, markets have a tendency to become unstable. We worked with our partners at Clark Capital Management Group, and their Senior Vice President, Glenn Dorsey CFA, CAIA, to present our clients a …
Uncertainty creates worry and fear which leads to market falls and volatility. Historically safer assets like gold and US Treasuries have done best immediately after times of geopolitical crisis, while risk assets like stocks have suffered. However, risk assets were already suffering before the start of this conflict. We have seen a quick rebound since the conflict started. The S&P …
As my client’s Personal Chief Financial Officer (CFO), I help them come up with creative design ideas, coordinate with other advisors and help implement their financial objectives in regards to taxes, legal, investments, cash flow, and insurances. It is not unusual for these families to need an expert in one or more of these specific areas and don’t have one. …
The message: Sidestepping errors is just as important as making a lot of winning moves. No one is perfect—not even the smartest among us. But some make adjustments better than others. Take the self-made Super Rich—a group we define as those with a net worth of $500 million or more that they earned through efforts such as starting a business. …
Portfolio construction and monitoring was easy in the past, right? Well, no but there were many fewer tools to offer the regular and sophisticated investor. Today there are literally tens of thousands of ways to set up your basic portfolio. The basic premise of the construction still is how much do I want to own (equity) versus how much do …
When it comes to lowering your tax bill, it is crucial to make sure you are avoiding taxes and not evading them. Here’s the difference: Tax avoidance is the use of governmentally-sanctioned legal methods to minimize, defer or eliminate your tax liability. Tax evasion is when illegal means are used to not pay your taxes. Evasion can include not reporting …
People who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results. There is typically a clear connection between having a strong sense of purpose and achieving excellence. With that in mind, take a minute to ask: • What makes you excited about …
Finding the right work-life balance happiness” into your life, look for ways to trim existing fat. For example: 1. Eradicate what you hate. There will always be necessary aspects of life that you don’t enjoy. But there’s a fundamental difference between necessary evils and unnecessary tasks that drain your reservoirs. At work: Are there weekly meetings you have or reports …