I find investor psychology fascinating. Often, I have witnessed situations where the investor is his/her worst enemy. Many investors are unaware of the impact of investor psychology on the decision making process. Unfortunately, many financial decisions are made out of either fear or greed--neither lends itself to prudent and evidenced-based investing decisions. This is nothing [...]
I am writing in response to questions I routinely receive form clients regarding the Morning Star Rating system of Funds. I want to discuss Morningstar 5 Star Rating System. Please consider the following: Equity Index Funds by nature will never receive a Five Star rating because the Star Rating System is looking at past performance and [...]
We’ll uncover some of the little white lies found in the financial world. We’ll also talk about the excuses people make for their bad financial decisions.
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We get a lot of questions about 401(k) accounts. Today, we’ll spend some time answering those questions. We’ll also determine whether you’re an optimist or pessimist when it comes to retirement planning.
Sometimes, you need to hear the truth when it comes to understanding your retirement. On this edition of the show, you’re in for a reality check. We’ll also give you some essential tips for income planning.
On this edition of the show, we’ll talk about being ready for retirement. We’ll also teach you everything you need to know about Required Mimimum Distributions.
There’s always room for improvement when it comes to your financial strategy. We’ll give you some tips for enhancing your approach to retirement and the questions you should be asking a potential advisor.
People ask us questions about retirement all the time, but there are other questions they should be asking. We’ll talk about those un-asked questions as well as popular retirement regrets.
We’ll talk about what it means to be ready to retire as well as why some people aren’t. We’ll also explain the ins and outs of Required Minimum Distributions.