Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame. You will often be told to have a portion in Stocks, a portion in Bonds and […]

  I have been getting a great deal of push back over investment strategies, over what the best way and how to invest money is. While I dont claim to know any ins and outs of buying the dips or worse betting against companies, nor do I have success at buying on the cheap and […]

  Photo by Pixabay on Pexels.com I have been thinking deeply about leaving a legacy when my ‘time’ comes. Not that I am sickly or anything. I am still young(ish) after all. Having a new small child will inherently cause you to think about such a subject. While I am focused on my career and working […]

Ever wonder what it would be like to travel around the world? Ever had that dream? To leave it all for a while, take a skip year and just go? Do you have these thoughts and then wake up to do your normal mundane routine all over again? Get up and do it again, and […]

I had a medical issue come up here recently. I am not one to go to the doctors’ office or go to a congested emergency department at a hospital. I don’t even go for annual check-ups as there is no need at my age, or so I thought. Let me start from the beginning and it will […]

Your money and your future. Should you entrust yours to an individual or a firm? – The jury is out on this. I have spoken with about half a dozen different financial advisors, ranging from the most notable, long-standing trusted firms to the “hottest firms pushing education on the YouTube platform and honestly, I have to say, I’m […]

Ever wondered why your so busy and your desk looks like the scene from the movie The Intern? The answer is simple; You’re “busy” but not “productive.” Well, then Mr. Smarty Pants. How do I get from being “busy” to being “productive”? I’m so glad you asked, or well, I asked. The answer falls under the […]