Composing Your Financial Symphony
Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...
top of page
Search
RetirementGuy
Feb 11, 20213 min read
Understanding Portfolio Risk
Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk...
70 views0 comments
RetirementGuy
Feb 10, 20211 min read
Rules of Engagement: How to NOT Fight with Your Fiancé About Money
Dear Carrie, My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to...
55 views0 comments
RetirementGuy
Jan 28, 20211 min read
America’s Best And Worst Banks 2021
For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...
256 views0 comments
RetirementGuy
Jan 21, 20213 min read
Sectors to Consider if Inflation Continues to Rise
The beaten-down sectors from 2020 might be worth another look in 2021 In general terms, the bond market will rally when increases in the...
99 views0 comments
RetirementGuy
Jan 15, 20216 min read
2020 Global Market Commentary
2020: A Tale of Two Markets 2020 can be summarized by the famous Charles Dickens line from A Tale of Two Cities: “It was the best of...
78 views0 comments
RetirementGuy
Jan 7, 20211 min read
8 ways to invest confidently in retirement
On February 24, when the US stock market started to slide, investors got nervous. By March 23, the S&P 500 was down 34% from the February...
132 views0 comments
RetirementGuy
Dec 10, 20201 min read
How to Turn Your Retirement Savings into Retirement Income
I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I...
193 views0 comments
RetirementGuy
Dec 3, 20201 min read
Value vs Growth Stocks
The debate of value or growth stocks has been one of the longest debates in the investing world. Historically value has been the place...
97 views0 comments
RetirementGuy
Nov 19, 20201 min read
What Retirees Don't Know About Retirement Income Planning Does Hurt Them
Retirement is occurring at an unprecedented pace. Baby boomers have already been retiring in droves for the last several years, but...
161 views0 comments
RetirementGuy
Nov 12, 20201 min read
Why Real Estate Builds Wealth More Consistently Than Other Asset Classes
If you lived through the recent real estate and economic recessions, the very headline of this article might cause you some emotional...
127 views0 comments
RetirementGuy
Nov 5, 20201 min read
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
111 views0 comments
RetirementGuy
Oct 29, 20201 min read
How Much Impact Does the President Have on Stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an...
97 views0 comments
RetirementGuy
Oct 22, 20201 min read
7 Strategies To Generate Sufficient Cash Flow In Retirement
The question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...
211 views0 comments
RetirementGuy
Oct 8, 20201 min read
Lump Sum vs. Annuity: Which Should YouTake?
If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...
145 views0 comments
RetirementGuy
Oct 7, 20201 min read
7 Important Questions a Financial Plan Can Help You Answer
October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...
96 views0 comments
RetirementGuy
Oct 1, 20202 min read
Wondering Whether You Missed the Recovery?
Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to...
66 views0 comments
RetirementGuy
Sep 24, 20201 min read
Retirement Planning Mistakes to Avoid During Coronavirus
Stay away from these missteps to ensure your long-term finances are on track during the pandemic. WITH COVID-19 disrupting everything...
198 views0 comments
RetirementGuy
Sep 17, 20201 min read
Q&A: Diversification and Portfolio Risk Mitigation
DIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings...
118 views0 comments
RetirementGuy
Sep 11, 20204 min read
Should Equity Investors Worry About September?
September has historically been the worst month of the year for investors So much for the notion of “Sell in May and Go Away.” If you...
66 views0 comments
bottom of page