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Knowledge + Action = Power



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Each week, Mike Morton delivers quick, actionable information straight to your inbox. Read it in less than 2 minutes and move on with your day. Life is too short to waste time.

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RECENT Newsletters

You Must Know This Number


Your investment portfolio growth and volatility are absolutely driven from the percentage you have in stocks vs. bonds. You must know what your overall portfolio balance is, because you don't want to be caught off guard in the next bear market, or lose potential gains during a bull market. Many people have no idea their asset allocation, or only have a vague notion. You'd be very surprised to find that you might have a large allocation of cash! I highly recommend that you take the time to pull together all your accounts and get the big-picture allocation.


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Your Money is a Business


You have saved up some money for future spending: for experiences, big-ticket items, college/education and/or retirement. Saving, growing and investing that money definitely takes oversight, time and experience. It's very important that you spend some time each year making sure you have a good strategy and are implementing it effectively.


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