Cases of Covid on the rise again and lockdowns are being reinstated across the country. Does this mean that you should be holding cash? Find out in this week’s “They Say” segment.

There wasn’t much movement within the markets this week. What were the contributing factors? How will manufacturing data affect the market? Find out all the answers in this week’s market recap.

How much time will you have for yourself in retirement? Often times people spend more time on finances in retirement then they think. In this episode of Protect Your Assets we will give you 5 tips for better time management when you retire.

They say that you can only get specific institutional funds with certain brokerage firms. Is this true? Find out the truth in this week’s “They Say” segment.

Markets had another strong week. Pfizer’s announcement of a potential vaccine for Covid-19 led to overall optimism in the financial sector. What other factors should you be looking for as key indicators? Find out the answers in this week’s market recap.

In this episode of Protect Your Assets, we go over some key components to coming up with a plan if and when you need care. Find out tips on starting the right conversations and how to let your loved ones know what to do in case something happens to you.

Most people do not plan for if and when they are going to need healthcare. Whether that is at home or in a nursing facility, you need to make sure that you communicate your plan to those who will help you throughout the process. Find out how to start the conversation in this week’s “They Say” segment.

The Markets had a very strong week in anticipation of the presidential election. What factors led to this positive rally? Find out the answers you need to know in this week’s market recap.

In this episode of Protect Your Assets we go over 5 tricks that can negatively affect your retirement. From revenue sharing to not looking at your taxes, find out some of the ways you can get bad advice for your specific situation.

Sometimes advisors recommend certain products for your portfolio. However these advisors can be taking part in revenue sharing, where they make money based on selling that product to you even if its not the best for your situation. Find out what you should look out for to avoid this trick in this week’s “They Say” segment.