When Planning for Retirement, Where Do You Start?

When preparing for retirement, where do you start?  That is a question submitted by Tony.  Today, on Monday Morning Money we’ll answer it. Video: Answering A Reader Question, Where Do You Start? Each Episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You can hear it at 11:07 every […]

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Earnings Matter

On any given day, a headline—or even a tweet—can move the stock market. And sometimes those moves are extreme. But what really drives stock prices over the long-term?  Spoiler alert: Earnings matter. In this episode we discuss: Do Presidential tweets move the market? There is a lot of noise, but over time, profits drive the […]

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Why Do People Run Out of Money During Retirement?

Nearly Half of Americans say running out of money is their primary concern.  So, why do people run out of money during retirement?   In this episode we will discuss: There is almost never just one singular reason, it is a combination of factors. A major stock market decline is one factor, but it takes more […]

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Not As Bad As It Seems

In the investing world, things are often not as bad as they seem. The data doesn’t always match the headlines.   Today we talk about: August was not good, but was it really bad? It felt really bad. The worst month for stocks (so far) this year is… Have we even had a correction in stocks […]

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The Hidden Risk In Bonds

Recent volatility in the stock market has many investors looking for “safety”. Many turn to government bonds. But is now the right time to invest in these notes? Today we’ll talk about the hidden risk in bonds. Podcast: The Hidden Risk In Bonds What’s On Your Mind? Do you have a question about what’s happening […]

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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 […]

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What’s the Worst Month for Stocks?

What’s the worst month for stocks?  The answer may surprise you.  It did me.  We’ll spend the next two minutes talking about it and why it matters.  Here’s a hint, it has to do with the upcoming Federal Reserve meeting.  This is What’s Happening Now. Podcast: What’s Happening Now: What’s the Worst Month For Stocks? (2:26) […]

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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 […]

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The New DNA Testing Scam

There is a new DNA testing scam targeting retirees. We’ll talk about how they are doing it and what you can do to protect yourself on this episode of What’s Happening Now. Listen Now: What’s Happening Now-The New DNA Testing Scam What’s On Your Mind? Do you have a question about what’s happening in the […]

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