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  • About Carl
January 17, 2017

Right Investment Strategy with the Right Investment Objective

In regards to investing new money,  why waiting for the big correction?  There’re many different strategies that apply to different investment objectives.  The key is pairing the right strategy with […]

January 14, 2017

Planning for Retirement Part 2 – Investing Strategies

Choosing the investment strategy that is right for you is hard. If you are a high risk investor with a long investment horizon, you may look to include small cap […]

January 12, 2017

Planning for Retirement Part 1 – Conquering Debt

Borrowing money against your 401K is typically not a good idea because if you leave your employment prior to full repayment, the outstanding balance becomes due and payable immediately.  Therefore, […]

December 15, 2016

Fed Surprises and How They Affect Your Finances

The U.S. dollar rose sharply higher after the U.S. Federal Reserve announced its first interest-rate increase of 2016 and signaled that it expected to increase rates 3 more times in […]

December 7, 2016

Euro Bounced back after the Referendum Outcome in Italy

Italy’s referendum was defeated.  The EUR/USD fell to a 20-month low of 1.0505; however, the pair bounced back immediately.   The EUR/USD fell to its lowest level since March 2015 […]

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