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Latest Episodes
How Often Should you Review Your Retirement Plan?
September 27, 2020They say that you only need to make adjustments to your retirement plan when major changes happen. Is this true? Find out the truth in this week’s “They Say” segment.
Will the Market Continue to Slide?
September 27, 2020The indexes are continuing to slump as two of the three finished negative for the week. How would a second wave in the coronavirus affect the economy? Find out crucial information about the market in this week’s recap.
Procrastination
September 19, 2020Every person experiences that procrastination feeling from time to time. Have you thought about how it can effect your retirement? Do you wonder if it is time to sell stocks? Do you find yourself hesitating to make decisions because of…
Don’t Let the Tax Tail Wave the Investment Dog
September 19, 2020There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week’s “They Say” segment.
Will the Market Keep Going Down?
September 19, 2020All indexes finished the week slightly negative. Are we headed for a double dip recession? How is the housing market going to react to the economy? Find out the key factors to look for in this week’s market recap.



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