foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
Podcasts
Critical Ages For Retirement Planning
Do you know what critical things you should be doing at age 50, 55, 59 1/2, 62 or even at age 72, for your retirement planning?
Retirement Rules Of Thumb You Should Ignore
Financial rules of thumb aren’t always helpful and aren’t always good advice. Learn which rules to pay attention to and which might be good to ignore!
The Problem With Financial Experts!
Whether we are conscious of it or not, we are constantly exposed to financial advice. It’s not always bad, but most often there’s an ulterior motive!
Time For A Financial Check Up!
How are you progressing toward your retirement goals? If you’re not sure, then it’s time for a financial check up!
Could You Pass This Financial Literacy Quiz?
I came across an article recently that said “94% of Americans cannot pass a basic financial literacy quiz.” Obviously that’s not good… but I wasn’t surprised either!
What You Need To Know Before Starting IRA Withdrawals
In today’s video, I’m focus on the 3 most important things I try to convey to my clients before starting IRA withdrawals, and especially before starting those required minimum distributions at age 72!
Biden’s Tax Plan Impact On Investors
If you’re wondering how Biden’s tax plan is going to impact everything from capital gains to your 401k to estate and inheritance taxes, tune in this week!
Early Retirement Offers – Should You Accept?
If you’re unlucky enough to be near retirement during a downturn in the economy, your industry, or your company, you could be faced with an early retirement offer. Should you accept it?
What Do I Do With My Inheritance Money?
Squandering an inheritance is the exception, not the rule. Statistics show that only about ½ of an inheritance is saved and invested. So this week I’m going to help you make smart decisions about what to do with your inheritance.
Life Changing Money Habits
If you’re not where you want to be financially, it can be easy to feel overwhelmed by all the things you should be doing to get you closer to your financial goals.
Youtube Videos
Critical Ages For Retirement Planning
Do you know what critical things you should be doing at age 50, 55, 59 1/2, 62 or even at age 72, for your retirement planning?
Retirement Rules Of Thumb You Should Ignore
Financial rules of thumb aren’t always helpful and aren’t always good advice. Learn which rules to pay attention to and which might be good to ignore!
The Problem With Financial Experts!
Whether we are conscious of it or not, we are constantly exposed to financial advice. It’s not always bad, but most often there’s an ulterior motive!
Time For A Financial Check Up!
How are you progressing toward your retirement goals? If you’re not sure, then it’s time for a financial check up!
Could You Pass This Financial Literacy Quiz?
I came across an article recently that said “94% of Americans cannot pass a basic financial literacy quiz.” Obviously that’s not good… but I wasn’t surprised either!
What You Need To Know Before Starting IRA Withdrawals
In today’s video, I’m focus on the 3 most important things I try to convey to my clients before starting IRA withdrawals, and especially before starting those required minimum distributions at age 72!
Biden’s Tax Plan Impact On Investors
If you’re wondering how Biden’s tax plan is going to impact everything from capital gains to your 401k to estate and inheritance taxes, tune in this week!
Early Retirement Offers – Should You Accept?
If you’re unlucky enough to be near retirement during a downturn in the economy, your industry, or your company, you could be faced with an early retirement offer. Should you accept it?
What Do I Do With My Inheritance Money?
Squandering an inheritance is the exception, not the rule. Statistics show that only about ½ of an inheritance is saved and invested. So this week I’m going to help you make smart decisions about what to do with your inheritance.
Life Changing Money Habits
If you’re not where you want to be financially, it can be easy to feel overwhelmed by all the things you should be doing to get you closer to your financial goals.
Monthly Market Updates
Economic & Market Update | January 2023
2022 will go down in history as one of the worst years for both stocks and bonds ever
Economic & Market Update | July 2022
Stocks and bonds are having their worst 6-month start to a calendar year in decades.
Economic & Market Update | April 2022
The central concern, at least for Americans, is the current state of inflation and how our leaders plan to address it.
Economic & Market Update | January 2022
We remain optimistic about 2022, but we expect more muted returns on stocks and a challenging year for bonds…
Market & Economic Outlook | July 2021
Stocks continued to climb in the second quarter finishing up 8.2% as Covid-19 cases plunged 96% and almost 70% of U.S. adults got vaccinated. While concerns about the Covid Delta variant and inflation have investors on edge, the stock market performance in 2021 remains strong…
Market & Economic Outlook | April 2021
Stocks climbed over 5% in the first quarter as new COVID-19 cases dropped dramatically (down over 75% from the previous six-week period), vaccinations became widespread (181 million doses delivered and over 93.6 million having received their first shot), and the economy kicked into high gear.
Market & Economic Outlook | February 2021
Stocks have been on a tear since the election. From November 3rd through February 10th, stocks have risen 13.5%. That’s the best market performance by any first-term President going back to World War II, for this time frame.
Market & Economic Outlook | January 2021
The S&P 500 Index ended 2020 at an all-time high, gaining +16.3% for the calendar year. That is remarkable given the fact we went into a very deep recession earlier in the year.
Market & Economic Outlook | December 2020
November turned out to be the best performing month since April with the Index rising 10.8%. Investors shrugged off the spike in new Covid-19 cases, record deaths, and increased hospitalizations.
Market & Economic Outlook | November 2020
Stocks tanked in late October due to record Covid-19 cases and uncertainty surrounding the Presidential election. Surprisingly, stocks rallied sharply following the election as the market celebrated gridlock.
