by Steve Jurich, AIF® | Jan 31, 2021 | Blog
Over the past century, markets have crashed A DOZEN TIMES, several times by more than fifty percent, leaving investor’s dreams in disarray for YEARS. Not only is money lost, but TIME is lost. It takes time to build up a nest egg. The last thing anyone wants is to...
by Steve Jurich, AIF® | Nov 24, 2020 | Blog
Most people have a primary source for their investment advice and ideas, whether it’s a friend, a relative, a newspaper or online columnist, a stockbroker, an advisor or a planner. But, I believe, too many people are far too casual about where they turn to for advice....
by Steve Jurich, AIF® | Oct 12, 2020 | Blog
It really breaks my heart when people don’t plan ahead. Why? Because it’s so easy to do. You don’t fix your roof when it’s raining, you do it when the sun is shining. You’ve worked twenty, thirty, or forty years to be where you are now. How will you make...
by Steve Jurich, AIF® | Sep 19, 2020 | Blog
The year 2020…by all accounts… will go down as one of the craziest and most stress-filled years of all time. That said, many people are faced with the act of retiring this year, either by choice or by pink slip. So, here’s the question: Is this a good time to...
by Steve Jurich, AIF® | Aug 30, 2020 | Blog
Have you decided if you really have enough money to retire? How much do you need? A million? Two million? More? If you’re like most people with money in the market–and big decisions to make, you are justifiably concerned. The market is rising to record...
by Steve Jurich, AIF® | Jul 25, 2020 | Blog
Realities of A Biden Presidency One of the most impactful–but least discussed parts– of the recently released Biden tax plan is the elimination of the step-up-in-basis upon death. Many American families have enjoyed the ability to pass on appreciated...
