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Latest Episodes
The Behavioral Investor with Dr. Daniel Crosby
May 16, 2022Over the last 20 years, the market has returned an average of 8.25% annually, but the average investor has earned just 4%. Why? This week on Protect Your Assets, Dr. Daniel Crosby, chief behavioral officer at Orion Advisor Solutions, author…
What You Need to Know About Selling Your Business
May 9, 2022Selling a business can be one of the most important decisions in your life. Do you have an exit strategy to eliminate any costly mistakes? Find out what you need to know regarding selling a business in this episode of…
Market Segment: Volatility in the Market
May 9, 2022The markets saw big swings throughout the week as we say the biggest gain and the biggest one day loss in 2022. What caused this volatility? Find out in this week’s market recap.
9 Types of People in Retirement
April 18, 2022There are nine types of people that you are going to meet in retirement. Some have attributes that you may want to adopt and some you want to avoid. Which one are you? Find out in this episode of Protect…
Markets Segment: Markets Finish Down for the Week
April 18, 2022All major indexes finished down for the week and we are now in correction territory. Inflation was a big topic this past week, and although it is still high, it may be softening in the coming weeks. What factors are…
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