エピソード

  • Is there any place for bonds anymore?

    Is there any place for bonds anymore?
    2021/09/27
    If you are looking for income from bonds, you may have to look elsewhere. But where?
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    5 分
  • Tuning up your 401(k)

    Tuning up your 401(k)
    2021/09/20
    Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands.
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    5 分
  • Would a market pullback be a good thing right now?

    Would a market pullback be a good thing right now?
    2021/08/30
    Market pullback and corrections are part of market cycles. Whether it’s 10% or 40%, are you positioned to handle it?
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    7 分
  • Have you saved too much?

    Have you saved too much?
    2021/08/23
    There are some politicians that are putting a number on what they think will “be enough” for a comfortable retirement. And if you have saved more, it’s time for more taxes.
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    6 分
  • How to know if your portfolio is on track

    How to know if your portfolio is on track
    2021/08/16
    As the market, the economy, and your age changes, how should your retirement accounts change?
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    11 分
  • The retirement mistake that more than half of us will make

    The retirement mistake that more than half of us will make
    2021/08/02
    There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset.
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    8 分
  • How much money should you have in the market?

    How much money should you have in the market?
    2021/07/26
    On a scale of 1 to 10, where are you on the risk scale? Does your retirement account match that number?
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    7 分
  • What goes into a mid-year financial check-up?

    What goes into a mid-year financial check-up?
    2021/07/12
    We are halfway through the year. What should you be looking at and possibly adjusting?
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    10 分