Financial Security

Joe Died Suddenly, What If It Were You?

What if you die suddenly? It’s a question that’s been on my mind because it happened to a long-time client of mine. We’ll call...

Why You Are Your Most Valuable Asset

You have the unique ability to understand your financial situation if you can take emotion out of the equation. But unless you have an...

Pension Funds in Blue States are Playing You

If you are relying on a pension fund in a blue state, you're being played. Blue states that have mismanaged their fiduciary obligations are...

With Headlines Like These, Is it Any Wonder Americans Are Escaping the City?

You know by now that Americans are rushing to escape the city. They're looking for a better America where they can raise their children,...

Anyone With Success is Fleeing Blue State Cities

"I'm outta here." Those were the words Joe Rogan told his guest Joe De Sena recently. "Here" meant California, where Rogan has lived since...

Who’s Got Your Back in Times Like These?

Sometimes the most dangerous risk to your portfolio is you—because one of the more difficult actions an investor faces is when to sell a...

The Finish Line is Near, and it Ain’t Pretty: What You Can Do Now

You can feel the shift as hope for a speedy recovery turns into despair. Today is especially hard for small businesses hoping to make...

Welcome Aboard: How to Put an End to the Virus

You know if you want to put an end to the virus, let Biden win. The silence will be deafening. This is why talk about...

Life Changes Fast: Need a Boost? Here’s Why I Did

Coronavirus Infects Stock Market: Part LXI You know, as Your Survival Guy, I'm the guy who gets into tough situations only to discover how ill-prepared...

Your Survival Guy’s Home (and Money) Protection Plan

Coronavirus Infects Stock Market: Part XLV Your Survival Guy was recently asked how I would protect my family if a gang showed up at my...