May 11, 2017 Financial Roadmap Calculating Your Retirement Number This video is about a simple exercise to estimate how much money you’ll want to have saved for retirement. It should provide you with enough info to answer the question of whether you’re on the right track or could benefit from [...]
January 17, 2017 Markets & Investing Common Mistakes Investors Make Recently, I was asked in a radio interview “what is the biggest mistake investors make?” Oscar Wilde said: Experience is simply the name we give to our mistakes.We investors earn plenty of experience. Now, I can’t really think of any [...]
November 15, 2016 Advisory services offered through Albitz/Miloe & Associates, Inc. Registered Representative of, and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, which conducts CA insurance business through CFGAN Insurance Agency. Albitz/Miloe & Associates, Inc. [...]
October 14, 2016 Markets & Investing Economic Data Points (That Determine Interest Rates) The economy has recently been obsessed with IF and WHEN the Federal Reserve will raise interest rates. And it makes sense; when the Fed raised interest rates last December, there was a massive sell off in the [...]
September 1, 2016 Advisory services offered through Albitz/Miloe & Associates, Inc. Registered Representative of, and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, which conducts CA insurance business through CFGAN Insurance Agency. Albitz/Miloe & Associates, Inc. [...]
August 10, 2016 Advisory services offered through Albitz/Miloe & Associates, Inc. Registered Representative of, and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, which conducts CA insurance business through CFGAN Insurance Agency. Albitz/Miloe & Associates, Inc. [...]
July 10, 2016 Advisory services offered through Albitz/Miloe & Associates, Inc. Registered Representative of, and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, which conducts CA insurance business through CFGAN Insurance Agency. Albitz/Miloe & Associates, Inc. [...]
July 18, 2016 Markets & Investing All-Time Highs Can the Stock Market Stay at All Time Highs? Despite an extraordinary week: a failed coup attempt in Turkey, multiple global terrorist attacks, a somewhat chaotic Republic National Convention, and a rising dollar, the stock market has reached and exceeded all time [...]