20 09, 2023

The Art of Asset Allocation: Balancing Risk and Return in Your Portfolio

By |2023-09-20T15:49:46+00:00September 20th, 2023|

In the world of finance, there's a delicate dance that investors must master — the art of smart asset allocation. It involves the careful selection and distribution of various investments within a portfolio to strike the perfect balance between risk and return.  “Asset allocation” simply refers to how you divide your funds among different asset classes, such as stocks, bonds, real estate, commodities, and cash. The goal is to maximize [...]

27 04, 2023

Financial Planning Tips for Small Business Owners

By |2023-04-27T18:29:46+00:00April 27th, 2023|

As every entrepreneur knows, building a successful business takes hard work, dedication, and passion. It also takes a healthy infusion of capital, financial smarts, and savvy risk management. Small business owners are especially vulnerable to inflation, market volatility, natural disasters, and other cost-incurring events — but partnering with a skilled and experienced financial advisor can help ensure your success.  Let’s take a deep dive into some crucial insights and advice [...]

24 02, 2022

What Is A Fiduciary?

By |2022-02-24T21:50:55+00:00February 24th, 2022|

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, [...]

16 12, 2020


By |2020-12-21T18:37:50+00:00December 16th, 2020|

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 [...]

20 11, 2020

Miami Marlins Hire Kim Ng, Breaking a Baseball Gender Barrier

By |2020-11-20T21:30:13+00:00November 20th, 2020|

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 [...]

20 11, 2020

Things That Matter | Why Work With FourStar Wealth

By |2020-11-20T21:30:14+00:00November 20th, 2020|

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 [...]

20 11, 2020

Welcome to Sustainable Retirement Income

By |2022-01-19T17:59:57+00:00November 20th, 2020|

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 [...]