Almost everyone has made investment mistakes at some point. Even the most successful investors have regrets about decisions they’ve made in the past. But like everything else in life, it’s all about how you respond to a misstep.
Read MoreAre you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events.
Read MoreThere are times when, as your advisor, I must point out that things we might have taken for granted in the past, like assuming the S&P 500 index is automatically a good diversification of your money and use it as a litmus test to compare how we are doing in your portfolio, is not actually holding up. On its face a basket of 500 stocks would seem to be the definition of diversification. But it’s not. Not right now.
Read MoreThis won’t be the most exotic blog post you will ever read, but stick with me here. If you own whole life insurance or are considering purchasing whole life insurance, then you want to read this article.
Read MoreIt’s a question we hear all the time: “What’s a good rate of return?” When clients invest money, they want to see it grow. But they also wonder what rates are “good” or “bad.”
As financial advisors, our job is to provide context by considering two critical factors: your tolerance for risk and the time horizon for the invested dollars.
Read MoreWe have a fascinating investment topic for you today – dollar cost averaging (DCA). For those who don’t know, it’s the practice of investing a fixed dollar amount on a regular basis regardless of the share price. It’s been a method that investors have used for a long time, but how well do you…
Read MoreAre we in a recession or are we headed into one? Those are the questions on a lot of minds these days. On today’s show we’re going to make sure a recession doesn’t ruin your finances or retirement plans. We’ll also share how returns can change before and after a recession. As always, we’ll…
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Every industry has some dirty little secrets. Today we’re letting you in on some of the financial world’s secrets. How many of these are you familiar with? Most of the time, no one really knows what’s going on. You already know that nobody can predict the future, but most financial professionals also have a tough…
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Sometimes in life you hit a financial crossroads of crisis and opportunity. We’ll explain how to find the good when bad times are happening.
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It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is get-ting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.
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