Mar 27, 2020

We’re all going to be impacted in some way by the fallout from the financial markets and it might take some time for many people to recoup the losses suffered this past month. Once this passes and we come out on the other side, what will you do to strengthen your portfolio and avoid the same mistakes? 

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Mar 25, 2020

It’s time to find out what’s on your mind as it relates to retirement planning. Let’s open up the mailbag and answer a number of questions spanning from home equity loans to market volatility to Roth 401k options and much more. We’ll cover many different topics over a short period of time so this should be a...

Mar 20, 2020

We’re in the midst of an extraordinary time for our nation’s economy as the perfect storm of factors has led to a rapid selloff over the past few weeks. Fear is a natural feeling as you experience everything in the moment, but it’s important to keep perspective and think long-term. Joel will share what...

Mar 13, 2020

February came to an end with significant drops in the stock market as fear over the Coronavirus grew in our country. It’s bounced back some, but the big swings have made many investors worry that a crash might be coming. Let’s take a step back and gain perspective by revisiting the worst market crashes of...

Mar 6, 2020

Bias plays a part in many of the decisions we make each day but are you letting these predispositions influence your investments? Let’s look at four of the biases that affect your finances and explain how they can limit your ability to maximize your retirement savings.

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