Geopolitical Shocks & Historical Trends in the Stock Market [Video]
Does history repeat itself in the stock market? What’s happened in the past doesn’t necessarily reflect what’s going to happen in the future, but it does give us a barometer and a reason not to panic. Let’s look at some historical trends of major geopolitical…Read More
How to Avoid when Something Bad Goes Wrong [Video]
So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple. Fortunately, that’s been a very good stock.…Read More
If this Election Rocks the Market, Where is My Hope for Income?
When it comes to our finances, we all want to have certainty and assurance of our income, at least as much as possible. During an election year when emotions are running high, you may be tempted to pull your money from the market in an…Read More
Elections and Your Investments: My Candidate Lost…Do I Sell?
All of us have had the experience of waking up the day after an election that we were really passionate about with a disappointment in the election outcome that makes us almost want to stay in bed. We don’t agree with the policies of the…Read More
Financial Planning Disaster: The Tim Duncan Story
There was a recent story about NBA and San Antonio Spurs legend Tim Duncan losing over $20 million in investments. He got advice from a certified financial planner with a conflict of interest, and now that money is gone after the investments tanked. This has…Read More
OPM Hacked: What You Need To Know and What You Can Do
Last week, the U.S. Office of Personnel Management (OPM) announced that in April they found a data breach in their system from last year. OPM manages security clearances for most government agencies, as well as managing the Federal Civil Service. What Happened? According to OPM,…Read More
How to Handle Financially Dependent Adult Children
Being Fair Dear Medallion Group, I have two sons. One is doing very well, financially. The other married late, has a big mortgage, two car payments, and costly private school tuition for his two daughters. We want to help him out, but we don’t want…Read More
OPM Breach: Update
OPM Hacked You probably remember that in early June, the Obama administration and OPM announced that the OPM systems were breached in April, and that the information of around 4 million Federal Employees was compromised. A Second Breach Unfortunately, we now know about a second,…Read More
What’s Ahead for the Feds in 2015?
Cliched Investment Strategies In almost every family, there’s a relative who tries to dominate the dinner conversation with cliched investment strategies. Often, these so-called “strategies” just create more confusion, offer few specifics, and fail to provide a plan of action. When you get right down…Read More