What if I Die or Retire?
I want to begin this article assuring you that both elements of the headline will happen. It is not a matter of “if” but “when”. As I’ve...
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Office: 704-366-5776 or 563-355-3342
Poterack Capital Advisory
- Sep 11
- 2 min
Three Phases of Money
My team and I serve great people who have unique views, values, and objectives. One area people don’t often consider is how to maximize...
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Poterack Capital Advisory
- Sep 6
- 2 min
Do You Like Benefits? Do You Know The Cost?
I’ve conducting thousands of interviews in my career. Some of these interviews were for employment and more were with potential clients....
27 views0 comments
Poterack Capital Advisory
- Sep 4
- 3 min
Leverage Your Money for Retirement Income
If you haven’t retired yet, then your primary investment objective may be growth. Why does a person invest for growth while they are...
28 views0 comments
Poterack Capital Advisory
- Aug 23
- 2 min
The Wisdom and Potential Profit in Self-Awareness
Successful investing, and success at most anything in life can be a mix of skills, luck, relationships, timing, and a variety of...
40 views0 comments
Poterack Capital Advisory
- Aug 16
- 4 min
The Control Illusion
We all intend to be happy, make a positive difference in the lives of others, and make decisions we expect will work out. It is common...
44 views0 comments
Poterack Capital Advisory
- Aug 9
- 3 min
What Does It Cost?
It is always my intent to apply critical thinking to issues and situations. There are many issues and situations in which society has...
49 views0 comments
Poterack Capital Advisory
- Aug 2
- 3 min
Utility of Money
In recent years, many have felt the challenges of high inflation, high crime, high gas prices, and other mismanaged policies we don’t...
59 views0 comments
Poterack Capital Advisory
- Jul 26
- 3 min
Control What You Can Control, and Don't Sweat The Rest
There are many circumstances in life and business that we have no control over. We may accept that we have no control over these...
66 views0 comments
Poterack Capital Advisory
- Jul 19
- 2 min
What is a Good Investment Rate of Return?
If I asked ten clients “what is a good rate of return?”, I’d probably get a wide range of answers. “What is your rate of return?” is a...
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Poterack Capital Advisory
- Jul 12
- 2 min
Fiduciary Approach to Investment Fees & Expenses
An investment fiduciary is an individual or entity that has a legal and ethical duty to act in the best interests of another party...
164 views0 comments
Poterack Capital Advisory
- Jul 5
- 2 min
The Stock Market Performance Cannot Be Predicted
The stock market performance cannot be predicted. You have likely heard or read “past performance does not guarantee future performance....
93 views0 comments
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