recent posts
- Achieve Financial Freedom: The Importance of The Number
- Envision Your Financial Future and Plan How to Get There with a Portfolio of Portfolios
- This is Not Your Parents Diversification – Investment STRATEGY Diversification
- Get to Know your Small Business 401(k) Fiduciary…….and Save Millions
- Accelerating Dual Momentum Investing
author
Category: General – High Level
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As often happens, Steve’s recent blog inspired me to think a little bit differently about my personal financial situation and my life. I don’t necessarily have a goal to retire early. I do however have a goal to be financially independent as soon as possible so that I can have full flexibility with how I…
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How much money do you aim to have by when and why? How will you achieve that goal? In this post I will share my vision and plan with specific investment strategies while posing questions to you to help you envision your own financial future and take steps to get there. At the age of…
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The range of plan costs is staggering for small businesses with plans ranging from 0.20% all the way up to 4.5%! It is this range which says to me these plan fiduciaries are not doing their jobs.
engineered portfolio 