News

26
Jul

Tackle Retirement Risks

As difficult as it is to scale Mount Everest, coming back down from the world’s tallest peak is far more deadly based on various studies.  Among climbers who died after scaling higher than 8,000 meters (26, 246 feet) above sea level, 56 percent succumbed on their descent from Everest’s 8,850-meter (29,000-foot) summit, and another 17 percent died after turning back. Just 15 percent died on the way up or before leaving their final camp.

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26
Jul

STOP Chasing the Market and Start INVESTING

The ROI Illusion

In our last email, we saw that professional money managers tend to under-perform the stock market as a whole, and individual investors historically do much worse than that!

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26
Jul

Secure the Financial Leaks Within Your Personal Economy Part 2

Ladies and gentlemen, the Captain has turned on the fasten seat belt sign.

On my latest flight back to New York returning from an energizing training and conference, most of the flight was fairly calm and relaxing.  I was able to catch-up on some reading, reflect on my recent trip, and plan what to implement when I got home. 

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25
Jul

Secure the Financial Leaks Within Your Personal Economy

Secure the Financial Leaks Within Your Personal Economy

For those on the East Coast, we had to endure a nasty nor’easter on Friday that wreaked havoc on mass transit and local airports and brought significant rainfall, whipping winds, and unfortunately, some deaths to the area.

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25
Jul

Save Before You Invest – Hierarchy of wealth

Key Takeaways

Even well-educated, financial savvy professionals can find themselves short on liquid cash when life comes their way with the unexpected.

Did you know your savings and retirement accounts contain plenty of hidden risks?

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25
Jul

Prosperity Pitfalls Checklist

What pitfalls are putting your prosperity in danger?

With the Halloween season upon us, I’ve had the fortune to attend a party with close friends and have some fun.  The kids were the stars with their varied costumes ranging from superheroes to zombies, however adults also participated to showcase they still had some “kid” left in them.

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22
Jul

Prepare For What’s to Come

“Prep for tomorrow is hard work today.” – Bruce Lee

In our fast paced world we live in, it’s sometimes difficult to stop for a moment to reflect on what we want our futures to look like. Now, there’s no guarantee that we will be here tomorrow, so being present and enjoying each minute of each day on what truly matters is important.

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22
Jul

Preparing for an Early Buyout Before It’s Actually Offered

Abraham Lincoln once said, “you cannot escape the responsibility of tomorrow by evading it today”.

Although it may come with additional effort and planning, taking the responsibility to manage the potential risks in our lives well before they appear will give you the confidence and control to weather any future storm. 

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22
Jul

Prepare for Volatility

Having a plan for the key areas of your life is critical.  Without a plan the likelihood of reaching your desired outcomes and goals is greatly diminished and left primarily up to luck.

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21
Jul

Premier Trust Advisors Launch – Savings 2

We believe that saving money is the FOUNDATION of wealth. But where can you save where your money can keep pace with inflation AND be safe?

We all know that rates are at their rock bottom, but you may be blissfully unaware of all of the potential threats to your savings from theft, civil asset forfeiture, cyber-crimes, bank melt-downs and prying eyes.

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