by Joe Clark | Aug 7, 2019 | Investments
In 1924 there were no fax machines, email or cell phones. There also weren’t easy ways for common people to invest their money. This was the Roaring 20’s and people wanted their share of the excitement. The solution was to create three types of investment trusts...
by Joe Clark | Jul 24, 2019 | Investments
The majority of mutual funds that are used in retail investment accounts and 401k plans are considered to be open-ended. Simply put, you invest your dollars in a fund with many other investors. The manager of the fund then buys stocks, bonds or both and divides the...
by Joe Clark | Jul 17, 2019 | Your Life After Work
People take risks every day. Some of them are more obvious like driving a car, but we forget the less obvious such as falling in the shower. There are four things you can do to help mitigate your exposure to risk, including financial risk, (although that won’t help...
by Joe Clark | Jul 11, 2019 | Blog
Vacation season is upon us. We received a question last week regarding saving for a vacation, and it is one worth discussing. Can you use your Roth IRA for vacation expenses? The Roth option can be very confusing. The Roth concept, named after Senator Richard Roth,...
by Joe Clark | Jun 21, 2019 | Legacy Planning, Your Life After Work
One of the most important messages we strive to convey to families is that retirement planning is an ongoing journey and not a one-time event. Successful retirement journeys demand a roadmap, complete with milestone markers for predictable occurrences along life’s...
by Joe Clark | May 22, 2019 | Blog, Life Happens
It can be hard to admit a mistake or a problem to others, especially if you feel bad about your choice or believe you will face judgment. Embarrassment, regret, and a host of other emotions can spur decisions in the moment that we want to forget about in the future....
by Joe Clark | May 16, 2019 | Your Life After Work
Health concerns are very private and personal issues, and we sometimes even avoid our doctor because we don’t want to share or hear the news. People often pray and help others in need, while quietly suffering themselves. This is the third part of a four-part series...
by Joe Clark | May 9, 2019 | Legacy Planning
Some say telling only part of the story is a little white lie while others find it to be standard protocol. This article is the second installment in a four-part series of things you will wish you told your financial advisor. Point: little white lies lead to financial...
by Joe Clark | May 2, 2019 | Blog, Investments
How often have you sat in the doctor’s office with an ailment that you don’t mention? The pain isn’t picked up on the yearly checkup, and the doctor sends you away, thinking you are feeling well. Going to the doctor and not telling the truth is not only...
by Joe Clark | Apr 25, 2019 | Life Happens
Regret is a daunting emotion. There are church sermons, books on self-forgiveness and a host of other ways to talk about events or decisions in your life that you wish had a different outcome. There was an article written about an end of life nurse named Bronnie...
