Category Archives: Investment Planning

Which Investments Do You Recommend?

Which Investments Do You Recommend?

The process I use to assist clients with preparing for the financial and personal challenges associated with retirement extends well beyond simply recommending investments. It’s about them.

Volatility ETFs are Too Volatile

Volatility ETFs are Too Volatile

Investment in a volatility ETF is a market timing play that’s unsuitable as an investment strategy for most individuals planning for retirement or who are already retired.

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