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26 04, 2022

Creating Sustainable Retirement Income In An Uncertain Financial Environment

By |2022-05-11T19:21:17+00:00April 26th, 2022|

If I had to sum up the world of retirement investing over the last couple of years in one word, it would be uncertainty. As we face at least another year of unpredictability, many investors are unsure about planning for retirement in a volatile investment environment. A global pandemic, supply chain disruptions, inflation, and a war in Ukraine are just a few challenges facing retirement investors. However, creating sustainable investment [...]

12 04, 2022

Questions to Ask a Potential Financial Advisor

By |2022-04-26T19:40:18+00:00April 12th, 2022|

It is not uncommon to be nervous at your first meeting with a financial advisor. After all, finances can be a sensitive subject for many of us to talk about. You may be feeling overwhelmed. You may be concerned that you aren’t on track to fund your child’s college education or retire comfortably. The first step – reaching out to schedule a meeting - is often the hardest one. A [...]

22 03, 2022

How A Wealth Advisor Can Add Value In A World Of Online Investing

By |2022-04-05T19:26:35+00:00March 22nd, 2022|

Why should consumers continue to turn to a professional in a world where online investing tools are ubiquitous? A wealth advisor offers a breadth of experience and direction that an individual simply does not possess through intuition or osmosis. In the same way that most consumers rely on an expert to help us sell a home or prepare a will, a financial advisor has the education, suite of tools, and [...]

8 03, 2022

Investing In Your Values: Choosing ESG Investments

By |2022-03-08T18:02:25+00:00March 8th, 2022|

The goal of every investor is to maximize return on investment, which means searching for investment vehicles that offer the most significant reward for the lowest cost and risk. However, that doesn’t mean that we leave our ethics and values at the door when making investment decisions. All things being equal, most of us would choose investments that reflect our values. ESG investments allow investors to consider non-financial factors in [...]

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, [...]

10 02, 2022

How Do I Know When it’s Time To Start Investing?

By |2022-02-23T14:14:31+00:00February 10th, 2022|

It seems like information about investing is more ubiquitous than ever. It’s impossible to turn on the television, check the news on the internet, or even pick up a magazine without being overwhelmed by advertising for do-it-yourself investing or questionable investment “advice.” Maybe you’ve even done your homework, researched investment strategies, and learned everything you can about the market and how to prepare yourself to take the plunge, but you’re [...]

19 01, 2022

Why You Should Hire A Financial Advisor

By |2022-01-19T03:58:58+00:00January 19th, 2022|

We’re more surrounded by technology and choices than at any point in human history. Every day we are bombarded with research and new options for investment. Technology has made it possible to make and manage investments from the palm of our hands. With all these opportunities, it can be easy to wonder: why should I hire a financial advisor?  The answer, of course, is that managing your investments is more [...]

16 12, 2020

Evolve!

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 [...]