Category: Investing

Investing in Emerging Technology

Investing in emerging technology sounds exciting. At least one of our listeners thought so. He submitted a question wondering how we could invest in the following areas: Artificial Intelligence Internet of Things Blockchain We’ll share some ideas on this week’s episode of What’s Happening Now. Podcast: Investing in Emerging Technology What’s On Your Mind? Do you […]

The Mini Correction of 2019 (so far)

After July 26, the stock market has experienced a mini correction. And the financial media loves a big down day. They plant the seeds of the next financial Armageddon in our minds. Is it time to panic? Today we’ll address the drop and tell you where we are in the big picture. What’s Happening Now: […]

A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach. Today we talk about some of the steps we are taking to reduce investment risk for our clients. What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

Is This The Top of the Stock Market?

The S&P 500 recently closed over 3,000. And many people are wondering if this is the top of the stock market? At least one firm believes stocks are headed higher—much higher. Podcast—What’s Happening Now: Is This The Top of the Stock Market? (3:40) We have been following First Trust Portfolio’s commentary for some time. You […]

2019 Mid Year Update – Wow!

The days have flown by, and it is time for our 2019 Mid Year Update. It’s hard to believe the year is half over. In today’s podcast, We’ll talk about how things did in the investment world and share some interesting facts. Podcast: 2019 Mid Year Update (7:39) What’s On Your Mind? Do you have […]

A Recession Knocking On The Door

If my inbox, the headlines, and the magazine covers are any indication, there is a recession knocking on our door. How could that affect your accounts? And, what can we do? That’s our topic for this episode of What’s Happening Now. Listen Now: A Recession Knocking On The Door (6:16) What’s On Your Mind? Do you […]

How Would A Roth IRA Impact Your Retirement?

We all know Roth IRA’s allow for tax free growth. But how will a Roth IRA impact your retirement? We’ll take a look at a couple of real life examples to show you the real value of these accounts. Video: How Would A Roth IRA Impact Your Retirement? Plan for A Better Retirement We created […]

What’s Happening Now: Death of the Stretch IRA

The US House and Senate are working on legislation which will change Required Minimum Distributions. Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel. Just click the button to the right, and be sure […]

Mistakes to Avoid in Your 401k – Ep 09

Last week, we offered some tips to help you better manage your 401k. You can watch it here. This week we will share some common mistakes we see people make in their 401k plan. And, we will provide some suggestions on how to avoid them. Video: Mistakes to Avoid in Your 401k https://youtu.be/2q6qvsADNXQ Did You […]

Tips to Help You Manage Your 401k – Ep 08

Does managing your own 401(k), 403(b) or Deferred Comp plan intimidate you? The decisions you make have a huge impact on your long term results. Today is the first part of a two part series. We’ll offer some basic tips for your 401k. Video: Tips for Your 401k https://youtu.be/_jqH7FdrbGc Watch Part 2 […]