Portfolio ManagementWealth Management

Golf School For Your Portfolio

Golf can be a complex and complicated game. So can portfolio management. Most Golfers Need a Coach Have you noticed that there are a lot of different golf schools and golf gadgets advertised on television, the Internet and in magazines? They talk about trajectory, club face, loft, muscle memory, swing…
Jim Clark
July 19, 2021

The future of tax rates – How will it impact your retirement?

Federal retirement programs depend on revenues from taxes Tax revenues are what our government depends on to fund its expenses and obligations. These obligations include entitlement programs like Social Security, Medicare, and Medicaid. Expenses include paying interest on the national debt, defense spending, and funding over 400 federal agencies.In 1900…
Jim Clark
November 11, 2020
Investment Management

Investment IQ Personality – Which Type Are You?

Do you know your investor personality IQ type? It doesn’t matter whether you are young and just starting out in your career or getting ready to retire, understanding your level of ‘investment IQ and personality’ can make a big difference in the kind of investment support needed to ensure success…
Jim Clark
November 10, 2020