Wealth Advisor, CFP® ADPA®
Mark is a 1986 graduate of Eastern Washington University with a degree in business administration and has spent over 25 years in the financial services industry. He is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining our firm, Mark spent over eighteen years with the Charles Schwab Corporation, including several years with Schwab’s U.S. Trust subsidiary where he worked with high-net-worth clients.
Mark contributes articles to the Merriman blog, and his writing also has been featured online at Morningstar and Advisor Perspectives.
In his free time, Mark enjoys spending time with family and friends, traveling, reading, gardening, and following Big Sky football. He also serves as a member of the Board of Trustees at Cornish College of the Arts.
This article from T. Rowe Price provides some examples of prudent and not so prudent strategies for recovering from a severe market downturn in retirement. The study cited in this article once again illustrates how making wholesale portfolio changes during such a time...
I am a buy and hold investor, but two recent lectures by Niall Ferguson, a Harvard Economic-Historian, make a strong case for the impending economic collapse of the United States. He predicts default and/or rampant inflation and suggests re-allocating one's portfolio...
MarketWatch recently published an article providing some prudent perspective for those investors considering abandoning their muni bond investments. Read the full article here.