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Author Archive for: "cirruswealth"
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 Charitable Season for Giving
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By cirruswealth
In Blog
Posted December 16, 2022

Charitable Season for Giving

Watch any luxury car commercial in December and you’ll hear about the “season for giving.” While gifting a brand-new Mercedes is an exciting prospect to some, many view this time of year as an [...]

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 Annuities – Late night TV sales pitch or an appropriate tool for the rich?
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By cirruswealth
In Blog
Posted November 29, 2022

Annuities – Late night TV sales pitch or an appropriate tool for the rich?

There is a HUGE disparity in opinion outside the industry (and frankly, within it too). Are annuities scams by the insurance companies? Are they a panacea? Let’s dive into the reality… What is an [...]

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 Bulls, Bears, and Corrections – Why time in the market beats timing the market
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By cirruswealth
In Blog
Posted October 4, 2022

Bulls, Bears, and Corrections – Why time in the market beats timing the market

The Dow Jones Industrial Average, Wall Street’s oldest stock market index, officially entered “bear market territory” this week (down +20% from recent highs). Crossing this threshold now means [...]

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 It’s time to be cautious
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By cirruswealth
In Blog
Posted May 17, 2021

It’s time to be cautious

“Be fearful when others are greedy and greedy when others are fearful” – Warren Buffet Whether you realize it or not, you are a long-term investor. The 35-year-old certainly has a longer [...]

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 YOLO, FOMO, and am I crazy or is everyone else?
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By cirruswealth
In Blog
Posted January 31, 2021

YOLO, FOMO, and am I crazy or is everyone else?

Let’s talk about manias, or in the words of former Fed Chair Greenspan – irrational exuberance. According to Investopedia, Irrational exuberance refers to investor enthusiasm that drives asset [...]

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 FREE. FREE. FREE!
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By cirruswealth
In Blog
Posted February 12, 2020

FREE. FREE. FREE!

Today we’re going to talk about Millenials. No, we’re not going to chide them for wearing T-shirts to work or complain that they’re always on their devices.  Today’s post is about a growing trend [...]

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 Why workplace life insurance is just OK.
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By cirruswealth
In Blog
Posted January 31, 2020

Why workplace life insurance is just OK.

Do you have a workplace life insurance program? The answer is almost certainly yes.  In fact, according to the Bureau of Labor Statistics, 60% of private employers offer some type of workplace [...]

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 You’re probably under insured and will stay that way even after reading this article
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By cirruswealth
In Blog
Posted December 19, 2019

You’re probably under insured and will stay that way even after reading this article

Underinsurance is a problem.  Not one of those nagging, in your face kind of problems like traffic jams or a stain on your business shirt.  It’s one of those low probability, high consequence [...]

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 How to build multi-generational wealth the old-fashioned way
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By cirruswealth
In Blog
Posted December 4, 2019

How to build multi-generational wealth the old-fashioned way

Today’s article is simple, straightforward, and eye-opening. When I started in this business one of the most interesting observations was how different the route to wealth was for each of our [...]

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 What You Should Look for In an Advisor
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By cirruswealth
In Blog
Posted November 21, 2019

What You Should Look for In an Advisor

Last week I made the case for why you should start your financial journey with a holistic advisor. Today, let’s briefly talk about how to find the right holistic advisor and why your deeply held [...]

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