I have found over my 30 + years in the financial community that most financial plans are very plain vanilla templates. Yes, all financial plans contain the six tenants of Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, Cash Flow Planning, and Investment Planning. Most planners have their views like should you buy whole life universal or term insurance? Are annuities better than mutual funds? Should you hold your assets…
A mantra being spun by the mainstream media is that, “The Democrats will print money wildly causing the dollar to crash, causing hyper-inflation which will put the market into a tailspin not seen since 1922”. Since the election, I have gotten a number of calls from clients concerned about the echoes of a 1922 Weimar Germany happening in the U.S. This is everyone’s favorite hyperinflation proxy because it happened in…
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