financial services

Don’t Be an April Fool

“I’ve heard the winner of the Masters hosts the dinner. If I ever won it there would be no suits, no ties, and McDonalds.” – John Daly We want to talk about the big picture this month as it relates to building wealth, the kind of wealth that can augment your paycheck now and replace … Read more

Don’t Time the Market

“The only thing a golfer needs is more daylight – Ben Hogan The stock market is on a tear.  The S&P 500 rose 19.4% in 2017 excluding dividends, and is already up in 2018.  It’s not a bubble or a sugar high. We never believed the “sugar high” theory that QE was driving stocks.  So, … Read more

Financial Exploitation

“We have a pool and a pond…the pond would be good for you” -Bill Murray in Caddy Shack Financial exploitation takes many forms. It always amazes me to talk with clients about some new form of abuse. As golf professionals, it’s easy for time to fly by. Keep in touch with people in your circle of … Read more

Investing vs. Trading

“Of all the hazards, fear is the worst” – Sam Snead Are you an investor or a trader?  Investors think long-term, while traders focus on short-term price movements.  Most people still working simply sign up for the company retirement plan and pick a handful of index funds and let it ride until they approach retirement.  … Read more

Purchase Power, or NOT

“Forget your opponents; always play against par” -Sam Snead Remember these headlines from 2016? The year 2016 started with the WORST START EVER, for any year, for the DOW and S&P 500.  I remember it like it was yesterday as we fielded calls from nervous clients.  Yet, if you were investedin the broad markets for … Read more

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