Bob Farrell’s Top Ten Investment Rules
Bob is a Wall Street veteran with over 50 years of experience in the investment business. He started as a technical analyst at Merrill...
The Election Is About Economics
We are faced with two flawed candidates. As a Christian, I find that both Hillary Clinton and Donald Trump as individuals leave a lot to...
Forecasting is for Fools
The business news networks are full of so-called experts who attempt to forecast the markets. As John Kenneth Galbraith once said: “When...
Everyone Has A Plan
“Everyone has a plan ‘til they get punched in the mouth.” –Mike Tyson What is your plan when the market eventually goes through a serious...
The Biggest Risks to Your Retirement Portfolio
By Lee Carter, AWMA®, CLTC The number one conversation I find myself having with clients over the past 6-12 months pertains to the...
Do rollover your old 401k to your new employer plan or an IRA
So you have left your job and employer's 401k plan. Whether it was due to retirement or simply a job change, you’re probably wondering...
Types of Insurance to Own
While everyone situation is unique, we believe the following types of insurance are critical: Life insurance until one’s assets makes...
Tax Benefits for South Carolina 529 Donors
by Regi Armstrong It is almost back to college time, so let’s discuss college funding and how to save money on your taxes. Section 529...
An overvalued market?
Some economists/market strategists like Brian Wesbury believe that due to ultra-low interest rates, the US stock market is still...
Asset Protection’s first line of defense
What is asset protection? According to Investopedia, asset protection is “The concept of and strategies for guarding one's wealth. Asset...
