Happy New Year! Hope you had a wonderful and joyous holiday season. On behalf of Caroline and I, we want to wish you a happy and prosperous 2014.
Happy birthday mom! Today is another great day in San Diego.
Alright everyone we are half way through 2013. In this half way report I’ll summarize market developments since my last market review in April.
This is the first of a five- part series designed to share with dentists five key components of an advanced wealth management plan. This post focuses on the importance of wealth preservation. Over the next few months I’ll highlight other important components of an advanced wealth management plan.
Going into 2013 let me summarize what happened in the stock market in 2012 and share my opinions of what’s ahead for the market this year.
As we enter October, we’re now three quarters through a very eventful 2012. I’m writing to provide perspective on what’s happened this year and to share my thoughts on how to position portfolios for the period ahead.