If you’re like me, you were completely unemployable when you started your company or jumped into the family business. I say that affectionately. The question you’ve arrived at today is, “what is the plan to keep this business going either when you’re ready to call it quits or, in the worst scenario, if you die unexpectedly?”
We have been hosting our annual Economic Outlook breakfast since January of 2009. If you were unable to attend, fear not as we’ve boiled down the main points and also updated our popular annual Asset Class Return Quilt.
After an extremely pleasant and unusual 2017, equity markets are now doing what they normally do. They are going up AND down, sometimes violently.
The IRS has announced an increase to the amount that can be contributed to 401(k) plans in 2019. You will be able to defer $19,000 ($25,000 if you are 50 or over)
Two or three times per year there’s a lottery jackpot that captures the attention of the nation. So please get lost for a while dreaming about all the possibilities that come with a pre-tax $4.4 million monthly income over the next 30 years.
Prudence can be a son-of-a-gun. You wear that bulky uncomfortable life jacket and never even fall off the boat. How many times have you wrinkled your clothes in the car from the snug seatbelt only to find your way safely to your destination? This is how diversifying an investment portfolio can feel sometimes.