by Tom Neeser | Nov 6, 2018 | Investing, News
I recently came across this great article written by Jeffrey Kleintop, a Chief Global Investment Strategist who specializes in analyzing international market trends and their financial implications. He’s frequently cited in a range of national media outlets...
by Tom Neeser | Oct 23, 2018 | financial planning, Life Insurance, Personal Finance
You are a proud owner of a high cash value whole life policy, you have accumulated significant cash value, and you have decided you would like to use some of that money, how exactly does this work? Did you know, that when a policyholder has cash value in their whole...
by Tom Neeser | Sep 25, 2018 | financial planning, Prosperity Economics
In the last article we shared with you the problems with typical risk reduction models. Today we are going to talk about a better model, a model that achieves greater balance and stability and better results for YOUR money! If your investment model were a chair,...
by Tom Neeser | Sep 11, 2018 | financial planning, Investing, Prosperity Economics
Typical asset allocation models try to focus you only on the limited assets that banks or brokerages sell. The pervasive debate about “how much should you have in stocks vs. bonds?” is designed to get you to forget about other alternatives, such as real estate, life...
by Tom Neeser | Aug 14, 2018 | Prosperity Economics
“Everything in life… has to have balance.” —Donna Karan Asset Allocation Vs. Diversification Asset allocation refers to investing in different asset classes. Typical financial advice tells us that the common asset classes (where you should put your money) are: 1)...