by Todd Moerman | Mar 23, 2020 | Manage Risk
“Nothing in our immediate future will be easy. The number of cases will rise. The losses will increase. The markets will stumble. But make no mistake about it, we will prevail, because the only thing more contagious than a virus is hope.” – William McRaven –... by Todd Moerman | Mar 7, 2020 | Manage Risk
As markets sell-off because of fear of COVID-19 & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio (most investors... 
by Todd Moerman | Feb 25, 2020 | Manage Risk
As markets sell-off because of fear of the Coronavirus & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio. It is... by Todd Moerman | Feb 12, 2020 | Manage Risk
Covid-19 has exposed the College Crisis. Years of price increases, lack of ROI and many students stuck in low paying jobs even with a college degree! If you have kids, you have probably wondered “How are we going to pay for college?” The costs and consequences have... by Todd Moerman | Nov 22, 2019 | Save Money
Please like or share. An old friend and mentor of mine taught me a valuable lesson; “It is important for people to self-select.” What he meant is, it is very hard to help people who don’t help themselves by taking action. People who are very...
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