Market Volatility
It’s a good idea to rebalance your portfolio periodically to bring it back to your original asset allocation targets
Roth IRA Deadline Extension 2019
https://youtu.be/uGdz0Qub_Jk Roth IRA Deadline Extension for 2019 Due to the IRS tax deadline extension in response to the COVID-19 pandemic, you can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Roth IRA Deadline Extension is one of our most important announcements for IRA and 401k Investors. Please contact your […]
CARES Act
https://youtu.be/WA-rkxJ2QVU CARES Act could the worst be over? Some of my favorite market strategists are calling the end of the bear market already … What do you think, are they right? (Keep reading to see what could be behind the surge, as well as a breakdown of how the $2 trillion CARES Act affects your […]
Investors Who Panic Make Bad Decisions
Investors Who Panic Make Bad Decisions What happens when the market has a string of big down days? Well, it had to happen eventually. The Germans have a saying “Trees don’t grow to the sky.” If you’re one of the Investors Who Panic, you don’t need silly platitudes during times of high volatility and uncertainty. […]
BayRock Blueprint for Financial Success
Blueprint for Financial Success ™ Helping special families (like yours) create simplicity and stability by building wealth, protecting assets, and staying focused on What Matters Most. Our Product is Our Promise Total Wealth Management Systems Learn more about The BayRock Blueprint by visiting… BayRockBlueprint.com The BayRock Blueprint for Financial Success utilizes the most current and […]
Independent Investment Planning Advice
In 2020, we’ll offering small group studies. Small groups can meet in someone’s home, or office, or at the YMCA. I’ll be working with Financial Advisors who want to lead the small groups and I’m happy to provide the leader’s resources for free. If you’re a Financial Advisor and that sounds interesting to you, connect with me on LinkedIn and when we meet, I’ll give you a free copy of What Matters Most so you can see how it all works.