Category Archives: Bersonal Posts

Life Insurance as an Asset Class

It’s all about diversification Modern Portfolio Theory has a very simple premise when it comes to diversification: Look at your investable assets in their most basic asset class components of cash, equities, and fixed income – while, being mindful of … Continue reading

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Throw Back Thursday – The Power of Follow-Up

There is an unmistakable energy when a great client meeting concludes. You believe that the client is going to move forward and there is no way that this is going to stall. However, even the best client meetings have a … Continue reading

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Antibody Testing is Here

Quest Diagnostics now offers COVID-19 antibody testing Last week Quest announced they have started testing for the COVID-19 antibody using blood samples. Antibodies developed by the body in response to a viral infection may provide potential immunity against future infection. … Continue reading

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The “Next Normal”

The world is in turmoil. Our world of finance has turned upside down. We must adapt. We must transition to the “Next Normal” one day at a time.  Here are some quick tips of how to move forward. Adapting to … Continue reading

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How Are We Coping?

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Wash Your Hands

Times are hard right now. Everyone is doing their best to cope with the “New Normal” brought on by the Corona Virus. Working from home. Kids out of school. Restaurants and bars closed down. Sports of all kind shut down. … Continue reading

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Corona Virus Concerns? Look to the Past

During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March.1 Then we saw an even … Continue reading

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