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Thought Leadership

Mar 25, 2020
3 min

The Alphabet of Market Recovery

The answer from experts should be “I have no idea”, however that will not get you TV. So, the prognosticators are making their bets.

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Tim Lofton

Jan 29, 2019
5 min

‘DIEN’s – The NEW ‘DINK’s

Retiring when both spouses work – How to unwind the “DINK” “DIEN” (Double Income Empty Nester) Few married couples retire at the same time;

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Does a 60/40 Portfolio work in retirement?

Tim Lofton

Apr 27, 2018
3 min

Does a 60/40 Portfolio work in retirement?

Does a 60/40 Portfolio work in retirement? I have a 60/40 portfolio.” This is a conversation had in our conference rooms 100’s of times...

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Preventive Medicine for Your Investments

Tim Lofton

Mar 26, 2018
3 min

Preventive Medicine for Your Investments

Why Tactical Money Management Makes Sense – Dollars and Sense!

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The four words you need to know if you are an investor - Especially a Retired One

Tim Lofton

Feb 15, 2018
3 min

The four words you need to know if you are an investor - Especially a Retired One

REVERSION TO THE MEAN ... if you are retired, you need to know these 4 words

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Tim Lofton

Sep 21, 2017
4 min

The Clash of Perspective - Pie vs Pi

Early in my career a mentor pulled me aside and gave me some really good advice. He said "Do not let facts and your perspective trick you...

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Tim Lofton

Dec 30, 2015
2 min

You have to see this movie!

What happened in 2008? I am glad you asked - run to the library and rent "The Big Short" and all your questions will be answered!

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Live your OWN reality ... don't watch a show!

Tim Lofton

Nov 21, 2015
2 min

Live your OWN reality ... don't watch a show!

Why as a nation are we obsessed with other peoples reality? From Survivor to Desperate Housewives; as a country we have gone from 4...

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Tim Lofton

Oct 2, 2015
2 min

The best business plan in the world!

In a day of Madden Football that looks like you are watching ESPN Live or Call of Duty that has you ducking behind the couch when the bullet

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Call 855-684-3485 to book a phone/video meeting ASAP!

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The Alphabet of Market Recovery

‘DIEN’s – The NEW ‘DINK’s

Does a 60/40 Portfolio work in retirement?

Preventive Medicine for Your Investments

The four words you need to know if you are an investor - Especially a Retired One

The Clash of Perspective - Pie vs Pi

You have to see this movie!

Live your OWN reality ... don't watch a show!

The best business plan in the world!