If you’re a successful business owner, you’ve already beaten the odds. Data from the Bureau of Labor Statistics show that almost half of businesses fail within 5 years.¹ But new challenges often accompany professional success. Many owners set their personal wealth planning on the backburner as they …  Read More
Should I Cash In My 401k?
"I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear." Nelson Mandela As the stock market falls in response to the spread of Coronavirus, it can seem incredibly rational to move your 401k and …  Read More
What Is Your Risk Tolerance If the Market Turns Down?
Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind …  Read More