Blog, Videos, and Podcasts

We hope to provide you relevant information which provides both perspective and information about topics like personal finance, retirement and investing.

Blog, Videos, and Podcasts

Updating the Asset Allocation Quilt for 2018

Updating the Asset Allocation Quilt for 2018

Some years stocks go up.  And every now and then stocks go down.  And  one of the best ways we have found to help visualize how various types of investments behave is by using the asset allocation quilt.  Each major asset class is assigned a color, and each year, the pe read...

read more
Checking Our Crystal Ball

Checking Our Crystal Ball

It is the time of year when we financial advisors look into our crystal ball and try to see what is going to happen next year.  If the big Investment Banks and brokerage firms can do it, why can’t we? Click on the video to watch.   As luck would have it, pred read...

read more
Scoreboard Watching: December 2018

Scoreboard Watching: December 2018

The Dow Jones Industrial Average acts as a scoreboard for investors.  It provides an easy way for investors to tell whether the market has had a good or bad day.  But from time to time, investors need to recalibrate what those big moves mean.  After all, a 100 point mov read...

read more
5 Good Minutes: 2019 Updates

5 Good Minutes: 2019 Updates

2019 Updates: Cost of Living Adjustments, Increased Contribution Limits and More There are several important changes which can impact your retirement.  Today’s episode of 5 Good Minutes will focus on the 2019 updates to: Social Security Benefits Medicare Part B Pr read...

read more
Extreme Volatility Returns: October 2018

Extreme Volatility Returns: October 2018

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. Extreme volatility returned in October after a read...

read more
Podcast: Preventing Elder Financial Abuse

Podcast: Preventing Elder Financial Abuse

Elder financial abuse is a growing problem in America.  There are some steps you can take to prevent people from taking advantage of you.  In this episode of Your Money: One on One we talk about some of the things you can do to protest yourself. Our guest is Jonathan De read...

read more
3rd Quarter Investment Market Update

3rd Quarter Investment Market Update

The third quarter was a mixed bag for the investment markets.  In this video we provide an update of how the investment markets did in the third quarter. Below is a “mini” version of our popular asset allocation quilt which details the results for various as read...

read more

5 Good Minutes: Potshots

Potshots: Marijauna Stocks – the next version of dot coms? In the late 1990’s the dot com stocks made headlines due to their rapid gains.  More recently it was the crypto-currency led by Bitcoin.  Now marijuana stocks are taking center stage as the next hot read...

read more

Your Money: One on One – Ep 1: Elder Financial Abuse

  We face many financial risks in retirement. One of those which is often overlooked is being taken advantage of by someone else. Elder financial abuse is a growing problem in the United States. Seniors lose an estimated $36.5 Billion every year to fraud.   Our gue read...

read more

August Investment Market Update

In this month’s update, we recap how the stock and bond markets performed.  We also discuss the end of the latest stock market correction. Click on the video to watch.   It’s been a good year, so far… The US Stock market has had a good year so far read...

read more

Updating the Asset Allocation Quilt for 2018

...
Read More

Checking Our Crystal Ball

...
Read More

Scoreboard Watching: December 2018

...
Read More
Scoreboard

5 Good Minutes: 2019 Updates

...
Read More

Extreme Volatility Returns: October 2018

...
Read More
Extreme Volatility

Podcast: Preventing Elder Financial Abuse

...
Read More

3rd Quarter Investment Market Update

...
Read More

5 Good Minutes: Potshots

...
Read More

Your Money: One on One – Ep 1: Elder Financial Abuse

...
Read More

August Investment Market Update

...
Read More

Stay Informed

Get notified when there is a new blog post, video or podcast episode.  Join our mailing list to receive up to date notices when we add content to our blog.

Subscribe to our mailing list

* indicates required