What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, we all watch the news and are in the know of the recent events.  The question most folks are asking is “What is going to happen?” Some believe that the Coronavirus will rapidly spread impacting millions and others think it will impact […]

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Why I Became A Wealth Advisor

By Michael Gold, CFP®, MBA Have you ever had an experience that was so impacting that it ended up being a turning point in your life? Me too. I knew from a young age that I wanted a career where I could make an impact to help others create a better life for themselves. But […]

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What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.  Investors are understandably nervous about their money and their health. If you are […]

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3 Reasons to Update your Estate Plan

Financial Planner Westport, CT

Have you ever wondered how you would know if it’s already time to update your Estate Plan? How you would know if it’s time to update your Estate Plan: -Estate Plan should be updated for the only reason around, Change. If everything is the same like nothing changes, there’s nothing to do with it. From […]

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Strategy to avoid estate tax and protect your wealth

Importance of Irrevocable Trust to avoid estate taxes and protect your wealth You should know how to recognize what solutions are available to help you mitigate and eliminate potential estate exposure. What is an Irrevocable Trust? -a separate legal entity that holds your assets that can be potentially be protected from creditors and estate taxes. […]

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Who needs a revocable trust?

Investment Management Westport, CT

Revocable Trust should be the Centerpiece of your Estate Plan Here is something most people often got overlook in the financial world, no matter what level of wealth you have, whether you have massive wealth or you’re just starting to accumulate wealth a Revocable Trust should sit at the center of every estate plan. A […]

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How does a business manage risk and control insurance costs?

Retirement planning Westport, CT

There are several strategies how a business can manage risk and control insurance costs. This video will discuss one of them and is an interesting and in some cases can be powerful solution for business owners to: Manage and control Risk Mitigate Business Insurance Premium costs Potential to boost your Personal Wealth The strategy you […]

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Can you time the market?

Wealth Management Westport, CT

Nobody has ever been able to time the Market with any consistency, why is it so hard? In order to consistently and repeatedly time the Market you should know: • When to get out the market • When do you get back in the market • Be able to repeat this over and over again, […]

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4 Mistakes when selling a business

Financial Planner Westport, CT

4 Common Mistakes Business owners make when selling a business, and how to avoid them Have you ever thought of selling your business? You should know the 4 common mistakes which many business owners make and knowing these mistakes will help people to learn to avoid them when selling their business. Importance of knowing these […]

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One Simple Way to Protect your Wealth?

Wealth Management Westport, CT

How will you Protect your Wealth? Here are some questions that you also need to think of in order to protect your wealth: -What if things go wrong? -What if things didn’t go according to plan? -What if you or your child cause an accident? -What if you are sued? Start thinking about your wealth […]

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Stress Testing: Are you 100 percent sure everything in your financial and wealth plans will deliver as promised?

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