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Latest Episodes
Markets Momentum Change
January 24, 2021All indexes finished the week in the green, with the NASDAQ leading the way. What areas should you be looking to get into and what areas should you avoid? What was the weekly unemployment number? Find out all the information…
Market Cycles and Your Portfolio
January 17, 2021There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does…
Technology in Your Portfolio
January 17, 2021They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week’s “They Say” segment.
Markets Finish the Week Down
January 17, 2021All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need…
Creating More Wealth in Retirement
January 10, 2021In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many…
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
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