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Latest From Our Blog

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Quoted

I’ve been fortunate to have built a good relationship with the media over the years. I receive anywhere from three to ten “media requests” each week from a wide variety of sources. When I do come across something of interest, I’ll email a few comments and offer my assistance; this frequently results in a short conversation with the reporter and a brief quote.

Insights Planning
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Two Sides

Whenever the markets show weakness, “tactical traders” are featured on various financial programs often telling stories about the importance of avoiding big losses. The buy and hold investor tells the opposite story about the pain of missing out on gains. Neither story is fair.

Investments Insights
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My Favorite Money Saving Tools

I love playing around with various tools that claim to save time or money. Unfortunately, most are not worth the hassle. I thought I’d share three sites/tools that I’ve used successfully over the years. Between them, I’ve saved thousands of dollars and had great experiences.

Insights
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Speaking About Fixed Income

I have been invited to speak at the “It’s Your Money!” seminar series several times over the last 10 years. This month I was asked to teach their Fixed Income Investing course. Fixed income investing is admittedly not the most exciting topic, but it's one of the more important ones in the series.

Investments
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Tech Solutions For My Firm

This month I've been asked to take part in a webinar, Must-Have Tech Solutions for Your Firm!, where another advisor and I will share information about our firms and the technology we use to serve clients. This led me to sketch down the list of programs, apps and tools I’m using every day.

Insights
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The Four Levels of Life Insurance Planning

I’m very excited about the current revolution I’m seeing in the world of insurance advice. In the last few years, no-commission life insurance options have become more widely available, and that trend looks to be accelerating. Unfortunately, most folks are getting their life insurance advice the old-fashioned way.

Planning
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Around the Wilson Home

Over the years, I have written many technical planning and investment-related articles. To prove to you that I do have a life outside of work, I’m sharing some of the latest happenings with my family and me.

Insights
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Better Balance

Once you have done the hard work to determine a mix of holdings that's best for you, there is still plenty of work to be done. MILE Wealth uses smart rebalancing strategies and finely tuned software to keep client portfolios in check.

Investments Planning
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Real Estate In Client Portfolios

Most investors have an investment portfolio that’s exclusively made up of stocks and bonds. Adding holdings that provide other sources of income and capital gains makes good sense. There is one area I’ve used for several years and continue to be excited about – “core” real estate.

Investments
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Why Alternatives?

I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.

Investments Insights