Media & News from John.

An integrated understanding of your retirement lifestyle and living healthy and happy.

The Investors Playbook

Don't let a recession wipe out your hard-earned savings. Our wealth management team can help you prepare for market downturns and mitigate risks.

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The Holistic Retirement

Analyzes your current assets and identify your future goals for retirement income. Evaluate the basic expenses that you have to spend every month to maintain your current lifestyle.

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May 16

Dividends in Recessions

I have been a fan of dividends for 30 years and they are especially valuable in times of difficulty for the markets and economy. Going...

May 16

New World for Mental Health

This is a time unlike any other in human history! Think about the intensity of what we have just endured. The insanity of fear for our...

May 12

Economic Game of Jenga

Have you ever played the game Jenga? Stacking the pieces higher and higher until the whole stack gives in and falls? This is what is...

May 8

The Banks and Fear in the Market

The Fed is trying to thread the needle by raising interest rates to fight inflation and is failing miserably! The edges are beginning to...

Mar 14

Do you have a floor income plan for your retirement?

Do you know where the income from your retirement portfolio is coming from to pay your monthly expenses? A customized floor income plan...

Media & News from John.

The Investors Playbook

The Holistic Retirement

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