investments

Ep 86: Asking the Wrong Questions

How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals.

Read More

Is Your Financial Advisor Doing This?

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.

Read More

Market Update: Coronavirus and Its Impact

Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s discuss the biggest international story in early 2020.

Read More

Do You Know What Fees and Commissions You’re Paying?

Have you ever wondered why some advisors get paid in fees while others take commissions from your investments? Today we’ll explain the difference, what you should consider, and why your portfolio expenses are probably higher than you realize.

Read More

Why a Portfolio is Not a Plan

How effective is a portfolio that isn’t working in conjunction with a plan? If you’re just looking at the numbers in your accounts but not considering how that’s complimenting the other pieces to your plan, it’s not much more than speculation. This week we discuss why having a collection of financial products isn’t the same as having a plan.

Read More