Dear Ladies and Gentlemen, As the CEO of a Risk Management firm, I have made the decision to reopen our operations. After looking at the science and assessing the risk, I decided to end the “lock down” beginning May 15th. If you want to schedule a consultation, please call Philly at 1-888-753-6664. Speaking of Philly, please see […]
Each year most of us file and pay our “Fair Share” of Federal Income Taxes to the tune of thousands or tens of thousands of dollars. The biggest tax that will be due however does not have your signature on the return, it’s that of your loved ones when they inherit your “Tax Qualified Plans”. […]
I hope this letter finds everyone in good health, these times are troubling but hopefully will be over soon. Due to the virus we have suspended seminars until May, we will reassess the situation at that time and keep you informed. If you need our help concerning your existing accounts or to schedule a complimentary […]
Sometimes following the “Crowd” can not only lead you in the wrong direction but as you will see can endanger you financial wellbeing. After suffering three severe bicycle wrecks over a 20-year period I no longer ride, that getting in shape thing almost got me killed. However, in 1997 while taking a bike ride in […]
When meeting with potential clients I warn them that if they decide to move their money from an existing advisor there will be some push back. Remember the brokers make their money two ways (1) fees on the money under management or (2) commissions on transactions in the account. A few weeks ago, I was […]
Every day I meet with potential clients and I when I ask them what they did for a living they never say, “I was a professional gambler!” Having worked as a broker for the first 20 years of my career, it’s my opinion that placing your money at risk of loss in the market is […]