by westlakeFi | Jan 22, 2020 | Financial Management, Opinion, Radio, Retirement, Stock Market
Facebook Twitter LinkedIn Like Limiting Your Losses Savvy investors hate losses of any measure more than they love gains. Founder and President of Investor’s Advantage Corp., John Grace joins iHeart Radio with Bill Edwards where he discusses how one can limit...
by westlakeFi | Apr 25, 2019 | Article, Financial Management, Opinion, Retirement, Stock Market
Investing is for living too long. Life insurance is for dying too soon. We suggest keeping the two jobs separate as the work serves entirely different purposes. Typically we use insurance for dying and savings and investing for living after your last paycheck. Mixing...
by Brian Barrera | Apr 10, 2019 | Opinion, Real Estate, Retirement, Video
When considering the real state of real estate, think about the 76 million baby boomers who will be leaving their McMansions in the next twenty years. Knowing that the real estate trends follow the patterns below, where do you think home prices will go? Age 31 is when...
by westlakeFi | Mar 28, 2019 | Article, Financial Management, Opinion, Retirement, Stock Market
Unlike just 15 years ago, many boomers are discovering that the large, high-end homes with their high-maintenance costs no longer fit their needs as they grow older. Oh, but younger people aren’t buying them. It wasn’t that long ago when boomer retirees were rushing...
by westlakeFi | Mar 8, 2019 | Article, Financial Management, Opinion, Retirement, Stock Market
Building sand castles is great fun on the beach until an unforeseen wave or wind bluff picks up a grain of sand or two to cause your beautiful monument of creativity to come crashing down forever, right before your very eyes. The date of ‘the fixer’s’ testimony,...
by westlakeFi | Jan 3, 2019 | Article, Retirement, Stock Market, Video
As you know, former Fed Chair Alan Greenspan said, ‘Run for cover.’ But, where and how? On Christmas Eve we called clients to say we know you are worried about your money, which is with good reason. From 9/20-12/24 stocks are off 20%, according to Yahoo Finance. Your...
