Market Risk

Seeing Beyond Emotions: The “Overnight Test” for Unbiased Investment Choices

May 16, 2023

“Making investment decisions is simple!” said no one ever. But what if there was a way to see such decisions with unbiased clarity? Behold, The Overnight Test.   In a recent […]

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Financial Misinformation: Can you trust the financial networks? [Radio Show]

April 18, 2023

How much should you watch or act on information and predictions that you see on financial TV? Mom always told us, “consider the source.” How much should you believe on […]

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When Trying to Get Rich is No Longer the Objective

April 12, 2023

Every once in a while, you hear someone say something so succinct and spot-on, you’re darn near convinced you should frame it and hang it on the wall. This one […]

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Will the Banking Crisis Affect Your Retirement Money? [Radio Show]

March 29, 2023

Podcast: It seems like the Government has your back if your bank fails. Who has your back if you make a mistake in retirement? Full radio show from March 26, […]

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Why You Shouldn’t Sit Tight on the Market Rollercoaster

March 9, 2023

Even if you love rollercoasters, chances are the rip-roaring stock market isn’t your kind of thrill. Yet time and again, as the market suddenly plunges to gut-turning lows, retirees are […]

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Why Do People Hate Annuities? 

January 30, 2023

Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things :  While these […]

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Here’s What to Know About Fixed Index Annuities

December 15, 2022

Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention. […]

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Protecting Yourself from Market Risk: Why You Need a Market Flashlight

June 9, 2022

You probably don’t often think about how much your portfolio could go up or down at any moment—that is, until the market moves so much that it’s front-page news. Upward […]

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Your Financial Plan Expired at Retirement. But How?

March 17, 2022

We don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with […]

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Active vs. Passive Investing: Which is Best for Retirees?

December 2, 2021

If a friend or family member were to ask what your investment style is, would you say “active,” “passive,” or “something passive aggressive”? If the latter, you’re probably in the majority. […]

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Are you asking your financial planner the right questions?

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Download our guide "6 Questions to Ask Before choosing Your Retirement Planner" and find out.

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