Stock market swings are tougher when you’re retired

The crazy market swings and slumps of the past 20 years were hard for anyone to stomach.  It’s one thing when you are working and earning a paycheck.  Time is on your side and you have the opportunity to buy “discounted” shares of the market.  It’s entirely another thing when [...]

January 24th, 2019|Categories: Retirement, Stocks|

Be wary of reverse mortgages by Luke Davis

Recently, I took a day off from work and decided to catch up on some daytime TV. It was interesting to me how different the commercials are during the day, and how targeted they are to stay-at-home moms, the unemployed, and seniors. Of particular note to me was how much [...]

August 22nd, 2018|Categories: Personal Finances, Retirement, Uncategorized|

Healthcare Demand Will Grow and Grow (part 2)

Last week I discussed the demographics driving American use of healthcare and its new technology. On average, we are living longer while generally enjoying better health. Many of us will eventually feel somewhat bionic through our high tech ceramic or metal spare part implants. In 1960 when current statistics began, [...]

August 16th, 2018|Categories: Investment Management, Retirement, Stocks|

Saving and Investing: A Match Made in Heaven by Luke Davis

A recent study conducted by TD Ameritrade revealed some very interesting insights into how the millennial generation views money, and possessions. In the limited amount of space I’m given for this column, I won’t be able to go into all of them. However, I felt a couple of takeaways from [...]

What Will Be Our Legacy?

Yesterday morning at the Kingdom Advisors monthly meeting, Bill High, leader of the National Christian Foundation—Heartland organization, spoke on the subject of Legacy Planning. KA, a national organization, consists of attorneys, accountants, insurance and financial advisors across the country who are dedicated to helping members of the Church at large [...]

November 15th, 2017|Categories: Personal Finances, Retirement|