The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Inspiring Women Recap

November 19, 2019

We had a great time at the Inspiring Women event this fall! We really appreciate spending time with women (and men) who value learning and are taking control of ​their future! Too…

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Creating a Strong Portfolio and Honoring Veterans

November 11, 2019

There are four basic investing terms that deal with the tactics of investing; active, passive, strategic and tactical. Let’s start with passive. In passive investing, the goal is to match…

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Behind the Mask of an Industry Giant

November 4, 2019

With Halloween, you have probably just say your fair share of masks and costumes. Some cute, some fun, some a little on the creepy side and some downright scary. We…

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Important Questions YOU Need Answered (part 1)

October 28, 2019

There is lots of talk out there about the market as always. Experts debating on what will happen and when will the market go up or down? Will the feds…

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October 21, 2019

Pros – Many new factors: Internet, Baby Boomers, Global Markets, War on Terror Cons – The appearance that we are smarter Details abound; structure remains Factors change; results consistent Society…

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Retirement Myth – Diversification Pixie Dust

October 14, 2019

Diversification means I have low risk, right? Diversification has become like pixie dust in the financial world. People hear that word and think everything is good because they are diversified, but…

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Retirement Myth – There is no magic number!

October 7, 2019

How Much Do I Need To Retire? This is the million-dollar question! Whether we are on the radio, presenting at a live event or meeting one on one with someone,…

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The US Dollar Hit a High – Time to Buy??

September 30, 2019

The U.S. dollar hit a near 3-year high this week. However, that doesn’t mean the economy is fixed and the stock markets will be rising to the occasion. In fact,…

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