Don't get too cute with your muni-bonds
Bonds are thought to be safe investments. Or, safer than stocks, at least. (How we measure risk is all subjective, so I will bow out of...
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Wayne Jordan
- Sep 6
You Never Know When Growth is Coming
For those of you that needed a reminder why to not try and time the market--here it is. Speaking for myself here, I like holding small...
Wayne Jordan
- Aug 30
Change is the Only Constant
Laws change. Goals change. Strategies change. That's why we work with our clients on an ongoing basis--as your life and the world around...
Michael Dayoub
- Aug 23
Which would you rather discuss? Winning the lottery or a plan for dementia or cognitive decline?
Do you need a plan in case of dementia or cognitive decline? How would you be cared for? How would your assets be protected from bad...
Wayne Jordan
- Aug 16
Life Insurance Part 3: How much coverage do I need?
There isn't an exact formula to follow to calculate how much life insurance coverage you need. I like to ask clients these questions to...
Wayne Jordan
- Aug 10
Life Insurance Part 2: What type of insurance?
There are two main types of life insurance: term and whole. Term Life Insurance Coverage Period: Term life insurance provides coverage...
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