Posts Tagged ‘investments’

Monthly Commentary

DOWNLOAD PDF #EBI2017 Evidence Based Investing in 2017 WHAT IS EVIDENCE BASED INVESTING? What happens when you challenge conventional thinking? NOTES FROM #EBI2017 Here are all my notes from an excellent conference SUMMARY OF INVESTMENT THEMES Share This #EBI2017 What a great conference I attended in New York. After picking up the 5:30 am train…

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Clients Often In Left Field With Retirement Expectations, Insurance News Net 10/12/17

Mr. Exelby contributed to a thought-provoking article about retirement expectations By Brian O’Connell on InsuranceNews.net. The expectations of pre-retirees aren’t all that realistic, concluded a new Nationwide survey of U.S. adults age 50 and older.   In fact, survey respondents believe they’ll get more from their retirement savings and from Social Security than is actually possible.…

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7 Back to School Financial Tips Webinar

  I am hosting a 30 minute webinar September 14, 2017 at 4:15 PM that will cover a variety of topics designed to improve your cash flow, improve your risk management, manage your savings, reduce your taxes and outline the various deadlines for government assistance programs.  Register here: Click Here

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