Investment Planning

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

Considering Investment Risks

The U.S.  markets recently hit another all-time! Should you be celebrating… or worried? Perhaps the primary risk you should be concerned with is you.

Too Much Information

As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

Reflation

What is reflation? Our in-house CFA Aaron Kennedy joins us this week on our show to share a market update. You don't want to miss this!

Has Investment Risk Changed?

A lot has changed, but the risk and reward relationship has not.  Our CFA Aaron Kennedy said it best when he said "You deserve the return you get." This week learn about the Risk Pyramid and learn about 3 things you could be doing now with your investments.

Do You Cut and Paste Your Decisions About Money?

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

What is Your Greatest Financial Fear?

This is your 2021 challenge: Dig deep—what is your greatest financial fear? Once you've figured that out, the next question you need to ask is 'why?' Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Congress Update

This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this week's episode.

Are You in the Lifeboat with Your Investments?

Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to get, then growing it—not the other way around. You don't want to miss this week's episode!

Election Results & Your Next Steps

Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.

What You Should Be Doing With Your Investments Pre/Post Election

Our in-house CFA Aaron Kennedy joins us this week on our show to let us know what you should be doing with your investments both pre and post election. You don't want to miss this!