What are the Benefits to Managing Investment Risk?
- Posted by Duc Quach
- On June 23, 2017
- In Personal
- 0
The Gift of Gratitude
- Posted by John Montoya
- On December 27, 2016
- In Personal
- 0
It’s December and the end of the year. Time to look back and reflect on all our high and low points we’ve had in the month’s past. It’s also now a time of gratitude as we choose to spend time with those dearest to us over the holidays. As we gather with our loved ones,
Are Your Assets Election Proof?
- Posted by Duc Quach
- On October 24, 2016
- In Personal
- 0
Wouldn’t it be nice if your financial plan performed regardless of who gets voted into office? Are your going to be able to protect your money when November comes? Some Democrats point out that Donald Trump has filed for corporate bankruptcies four times. He’s unfit to lead our economy they may say. Some Republicans point
The Best Companion for A 401k Retirement Plan
- Posted by Duc Quach
- On October 11, 2016
- In Personal
- 0
You know the advice about saving for retirement… start as soon as you can, invest for the long haul, contribute to your 401k… What you might not be aware of is that a 401k is just one option for your retirement dollars. Most people do tend to take advantage of their employers 401k Qualified Retirement
The Best Way to Pay Off Your Mortgage Isn’t What You Think It Is
- Posted by John Montoya
- On September 19, 2016
- In Personal
- 0
The American dream has always been to have a house to call home. For most, this dream is one that requires a mortgage payment to go with that roof over your head. If you’re like most, you start calculating what is the best way to pay off that mortgage as soon as you start paying
Chronic Illness It Can Happen to Anyone-A story about Jack Morgan
- Posted by John Montoya
- On June 22, 2016
- In Personal
- 0
You’ve worked hard to build assets (home,401k, 457 plan, business) and a comfortable lifestyle for your family. A chronic illness could cause you to sell your assets or spend down those assets at a much faster rate than you ever imagined. And that can dramatically change your family’s lifestyle and plans for the future. When
Life Insurance Cash Value: The Ultimate Rainy Day Fund
- Posted by Duc Quach
- On May 20, 2016
- In Personal
- 0
Did you know that Life Insurance Cash Value is you ultimate rainy day or emergency fund? Most Americans tend to keep a savings account or what we refer to as an “Emergency” or “Rainy Day” Fund and if you are like the typical American, chances are you keep that savings at your local bank. For
TIME TO SEE THE BIGGER PICTURE
- Posted by John Montoya
- On April 20, 2016
- In Personal
- 0
It’s been a phenomenal run since 2009 if you’ve had money in your 401k, 403b, 457 plan or brokerage accounts tracking the overall stock market. That is unless you’ve been sleeping for the past month while global stock markets have been falling fast to start the year. Financial Securities COULD YOU HAVE PREVENTED THIS MARKET