You may or may not consider yourself a savvy investor. But you do consider yourself a “safe” investor. You have money stashed away for a rainy day, your kid’s education and your own retirement. And you don’t take “risks”. You want to know that money will be there 5, 10, 20 years from now. So you [...]
You may be thinking, Okay Mackey, so you went to a conference, big deal. Well, this conference is a BIG deal. It is the best technical financial planning conference of the year. Topics covered include: investment updates, market trends, tax updates, the latest in insurance and estate planning, and best practices for improving your business. At [...]
The stock market caught everybody off-guard on Friday August 3rd; the S&P 500 index climbed 1.90% on news that the U.S. economy created 163,000 new jobs in July--about 60% more than economists were expecting. Or maybe it was attributed to excitement over the Grand Opening of our new offices in Bellevue, Kentucky. Somehow I doubt this [...]
Last Tuesday the 12th, I spent the morning at the Vistage All City meeting. Our speaker was Brian Beaulieu, a respected economist from the Institute for Trend Research. Brian’s talk, The Future is Your Decision, offered perspectives for CEOs and individual investors based on his trend research. I found his information useful and have summarized his [...]
