Archives for June 2015

The Portfolio MRI

Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! […]

LTC Plan Design: Half a Loaf is Better Than None

State College, PA – Many years ago one of my mentors was famous for saying, “Half a loaf is better than none”. Maybe you’ve heard this old saying. It implies […]