When you’re choosing how to invest, you have lots of options. From working with a traditional brokerage to a personal financial advisor, to even just using one of many publicly available research and investment tools, individual investors have never had this many choices when deciding where and how to invest their money. However, many investors don’t realize that different investment choices come with other obligations and incentives. In many cases, [...]
This blog is about investing for income and growth, and I'd like to get back to exploring new ideas in these areas soon. However, our ever-evolving society continues to interrupt my thought process. A couple of weeks ago, I posted the Kim Ng article, First Female GM in MLB, and now we have Nasdaq proposing a rule change to listing companies that would attach a new diversity mandate to their [...]
I love the Kim Ng (pronounced ‘Ang’) story. Ng has twice been an assistant general manager, but after 30 years in the game, she will be the first woman to lead a major league front office. Read the NY Times article here. So what does a story about a woman in baseball have to do with a pre-retiree or retiree? How does Kim Ng's income compare to my income? Are [...]
When clients and prospects attend one of my seminars or webcasts, they ask, why do I want to work with you? It's not because FourStar or I have better insights or pick better stocks. We contract with some of the best fund managers whose job it is to build significant portfolios. Our job is to put you first, and that doesn't happen in one or two meetings. My function is [...]
Hello and welcome to FourStar Wealth and my blog. My mission is to help clients retire and plan for the future in the best way possible. It's a process, and I will successfully guide you through it. We will work together as a team to manage your finances the right way moving forward. This process begins with building a financial plan that covers five areas: Social Security Building Lifetime Income [...]