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Latest Episodes
Markets React to Rising Treasury Rates
February 22, 2021Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time…
Dating a Financial Advisor
February 14, 2021The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you…
First Step in Retirement
February 14, 2021They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one…
Markets Climb Higher: Is the Upward Momentum Sustainable?
February 14, 2021All major indexes finished the week in the green again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this…
Markets Rebound
February 7, 2021Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention…
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