May 18, 2023
After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can help lead to financial success in your retirement portfolio. Join us as we talk about successfully executing...
May 4, 2023
People own a handful of gigantic companies and think their portfolio is bulletproof, but it's not, especially over a long period of time like we hope your retirement will be. Some clients gravitate towards bigger S&P 500 companies, assuming that they will remain stable for years to come. While these companies...
Apr 20, 2023
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.”
It's essential to keep in mind that there's no one-size-fits-all answer to this question because everyone’s financial goals...
Apr 6, 2023
Today we’re talking about bank runs and some of the banking failures we’ve seen over the course of our country’s history. With the recent Silicon Valley Bank collapse, bank failures have been a popular topic featured on the news recently, and many of us are wondering how this recent event will impact our lives....
Mar 23, 2023
In this episode, we’ll explain DCA and reverse dollar cost averaging, which many people might not know about. That is the process of systematically taking money out of your portfolio and using it to pay for living expenses. That distribution period is just as important as accumulation, but people don’t spend as...