Investing

Retirement Questions That Baby Boomers & Gen X Are Asking

Each generation is currently navigating a unique part of the retirement planning experience. With many Baby Boomers preparing for the transition into retirement and Generation X close behind, these two generations are asking a handful of financial planning questions.

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How One Overlooked Issue Can Sink Your Retirement

In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

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Preparing for the Noisy Year Ahead

For those who are fortunate enough to generate significant wealth for their family, trying to preserve that wealth for multiple generations is often a much greater challenge. It takes much more than smart investing and asset management to create and sustain family wealth.

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Historical Performance of the Market in Times of Conflict

In this episode, Michael is going to look through returns over the past century to see how the market rebounded after the worst years. While there’s never a guarantee that the future will look exactly like it has in the past, the statistics we’ll share on the show will highlight the importance of investing for the long-term.

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Bouncing Back: Overcoming Investment Setbacks

 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.

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Key Financial Decisions During Major Life Events

Are 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.

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The S&P 493 Has a Nice Ring To It But Not Much Return

There 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.

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What can we rely on during downturns in the market?

This 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.

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Ep 55: What is a Good Rate of Return?

It’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.

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Ep 53: Dollar Cost Averaging & Sequence of Returns

  We 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…

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