3 Ways Investment Fees Matter

By |2018-04-23T18:40:38+00:00May 18th, 2017|Categories: Financial, Financial Advisors, Investment|

The year 2005 was when I first began to manage client’s investments. The ensuing few years afforded me the false pretense that I had a grasp of things. Then it hit, the S&P 500 declined (53.0%) from October 15, 2007 to March 2, 2009. And (38.0%) of that loss occurred in one calendar year, 2008. Since [...]

Should You Pay off Your Mortgage?

By |2018-04-23T18:04:59+00:00May 18th, 2017|Categories: Financial, Financial Advisors, Investment|

To pay or not to pay…that is the question. It sounds good, right? Pay off the mortgage and suddenly you have no more monthly payments, better cash flow, and the opportunity to make other investments. After all, buying home is an investment, but owning a home is the American Dream. Right? Maybe…maybe not. While owning a [...]