Long-Term Investment

The Foundation: A Defined Contribution Plan with a Denominational Character The C&MA retirement plan is a defined contribution plan, similar […]

In my practice, I spend a significant amount of time analyzing employer-sponsored retirement plans, not just from the participant’s perspective,

In my practice, I often encounter successful business owners who have built their empires within a C corporation structure. They

The “Why”: Overcoming Qualified Plan Limitations The primary driver for these special plans is the restrictive nature of qualified plans

In the world of finance, we are often buried under an avalanche of new research, each paper claiming a novel

In my career, I have seen promising deals collapse and solid businesses crippled not by the core transaction, but by

In the pantheon of investment wisdom, the buy-and-hold strategy is often presented as a flawless path to wealth, a set-it-and-forget-it

The Investment Thesis: Why Property Appeals for Retirement The allure of a property-based pension is built on three powerful financial

I have analyzed countless wealth-building strategies, from complex option spreads to concentrated stock picks. Yet, the most effective and reliable

In my finance career, I have watched countless investment fads capture the public’s imagination, promising revolutionary returns with minimal risk.

In my practice, I often encounter clients who have been presented with a compelling idea: using life insurance as a

I have sat across the table from investors of all stripes. The ones who leave a lasting impression, the ones