Investment Planning

2019 Year In Review

Considering the kind of year we had in 2019, what can we expect for 2020? Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!

The 5 Biggest Risks in 2020

What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.

How Tax Efficient is Your Portfolio?

Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart.
 
Our in-house CFA Aaron Kennedy joins us this week on our LifePlanning101 podcast to give us a market commentary.

What Should I Expect from My Investments?

Whether you are fearful or greedy right now, remember to stay disciplined. It's important that you know your long-term plan and stay consistent.

The Next Big Investment Scam

Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

I Don't Understand Investing

Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

August Volatility Report

August has not been fun.  As humans, we tend to feel pain much stronger than we feel joy.  In other words, we can lose that feel good feeling about the market from just one bad month.

Turning 50 May Be Your Last Hurrah

Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!

How Do You Measure Your Wealth?

If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? Picture yourself at that point. I would be willing to bet you aren’t worried about money.

What is Life Planning?

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Should You Be Worried About Your Investments?

June 13th marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history. So, what does that mean? Are we headed for a recession? Our in-house CFA Aaron Kennedy joins us this week on our show.