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Financial Planning

Wesbury’s Monday Morning Outlook: Moderate Growth for Q2
Date: July 24, 2017
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Since the start of the economic recovery in mid-2009, real GDP has grown at an average annual rate of 2.1%. The second quarter of this year doesn’t look much different. Our calculations suggest real GDP grew at a 2.5% annual rate in Q2, exactly the same as the consensus forecast. That’s an acceleration from the […]

Selling products is not long term financial planning.
Date: July 21, 2017
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Someone selling insurance or financial ‘products’ does not make them a ‘financial planner’. What does? Watch our video for more information.    

Wesbury’s Monday Morning Outlook: Debt-Laden Companies? #FakeNews?
Date: July 10, 2017
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Remember the weak May payroll report – just 138,000?  Didn’t think so.  But, back then, that first report on May was reported as a massive economic slowdown that should stop the Fed from further rate hikes. But the weak May number was due to a calendar quirk that led to an undercount of college kids […]

Wesbury’s Monday Morning Outlook: Stress Test Government
Date: June 26, 2017
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The Federal Reserve just finished its annual round of large bank stress tests. The banks all passed – meaning they had enough capital to withstand a massive financial shock and deep recession. These stress tests are the political result of the government blaming banks, and not Fannie and Freddie, for the 2008 Panic and are […]

The Media and Retirement Planning
Date: June 16, 2017
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Why you should ignore the media when retirement planning.

Are You Prepared For The Unexpected?
Date: May 25, 2017
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What if something happened to you tomorrow? Are you and your family prepared in case of an emergency? Watch our video on this important topic. 

Wesbury’s Monday Morning Outlook” Tax Cut Politics
Date: May 22, 2017
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While some investors are freaking out about investigations, tweets, or the personality of President Trump, we are still watching policy. So far, some regulation has been rolled back and more is on tap, the Supreme Court has a more market friendly make-up, and there is a hiring freeze on many government agencies. These policies will […]

Financial Planner vs Investment Advisor
Date: May 18, 2017
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There is a big difference between a financial planner and an investment advisor. It isn’t about what is hot today in the market, it is about long term planning. Watch our video for more information:

The Markets Fluctuate, But The Right Financial Planning Strategy Will Keep You On Track.
Date: May 10, 2017
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Some articles in the media can diminish your confidence, such as the market is going to go down, the economy is on the verge of collapse, or that you need to have the new hot investment to be wealthy or successful. What you really need is a solid plan, designed specifically for you. Then your […]

Your Life and Financial Planning
Date: April 27, 2017
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Some people in the financial industry feel you should be concerned with what is going on in the world. What really matters is what is going on in your life. Watch our video for more information.