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
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.
What To Do Before You Retire In 2021
When you start researching all the things you should do before retirement, the process seems overwhelming – especially if you don’t have all your ducks in a row!
Youtube Videos
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.
What To Do Before You Retire In 2021
When you start researching all the things you should do before retirement, the process seems overwhelming – especially if you don’t have all your ducks in a row!
Monthly Market Updates
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.
Market & Economic Outlook | October 2020
We officially kicked off a new bull market when stocks rallied sharply in July and August, propelling the S&P 500 Index to new all-time highs. Historically, when a new bull market begins, the S&P 500 Index rises on average 46% over the next 12 months.
Market & Economic Outlook | September 2020
As the U.S. economy continues to reopen, the Atlanta Fed is projecting GDP will grow +29.6% in the third quarter, with further strength expected in the 4th quarter.
Market & Economic Outlook | August 2020
Despite the economy suffering its worst quarterly GDP decline ever, down -9.5%, stocks are knocking on the door of new all-time highs. Many investors are concerned about the run-up in stock prices, but when you consider
Market & Economic Outlook | July 2020
Stocks finished the second quarter up 20% – its best quarter in over two decades! That’s remarkable considering business was brought to a standstill. In just a few months, we have witnessed a bear market, a recession, and subsequent recovery compressed in a short span of time.
Market & Economic Outlook | June 2020
While we think that stocks are still at risk for continued volatility, the economic news should gradually improve from here, and we may be on the precipice of a new bull market!
