Where Should I Put My Money?  (A Guide to Asset Allocation)

Where Should I Put My Money? (A Guide to Asset Allocation)

March 31, 2016March 31, 2016

I’ve got a problem. I suspect you have a problem, too. I can’t figure out what to do with my money.  Can you? I just freed up some liquidity via the sale of my house, and I’m nervous about plowing it into…. Equities...

Here’s one Asset Allocation that Billionaires Recommend

Here’s one Asset Allocation that Billionaires Recommend

November 6, 2015November 6, 2015

 “This stock is hot Buy this right now! It’s going to go higher. ”  Sound familiar?  If you watch TV or read the news about the stock market that’s pretty much what journalists, “specialists..

Top 5 Ways to Protect your Assets

Top 5 Ways to Protect your Assets

April 13, 2015April 13, 2015

By: Robert B. Wolfe, CFP® Depending on the state of one’s legal residence, the strategies and techniques for asset protection can vary. As an example, for those living in the State of Florida, the tools at the disposal of ..