Category: Uncategorized

Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but

James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th

When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds

If you have a special needs child or grandchild, planning becomes especially important. We have special needs children in my own family; and we’re far

Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation.

The Disconnect Between Illusion and Reality Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.” Maybe not; but, if history is

Your candidates likely reside in three camps: Not all advisors are alike; and it’s worth knowing how to tell them apart. While the overwhelming majority

Most six figure jobs require an advanced degree, according to CareerCast, which created a report with data from the Bureau of Labor Statistics. I first

Whenever there’s a crowd chasing a solution, there’s a fraudster willing to take their money. While inflation has found people at the gas pump and