The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

Featured Blogs

Inspiring Women Recap

November 19, 2019

Inspiring Women Recap: 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…

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Creating a Strong Portfolio and Honoring Veterans

November 11, 2019

Creating a Strong Portfolio and Honoring Veterans: There are four basic investing terms that deal with the tactics of investing; active, passive, strategic, and tactical. Let’s start with passive. In…

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Behind the Mask of an Industry Giant

November 4, 2019

With Halloween, you have probably just said 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

Important Questions YOU Need Answered (part 1): There is lots of talk out there about the market as always. Experts debating on what will happen and when will the market…

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Common Portfolio Wisdom

October 21, 2019

Common Portfolio Wisdom 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;…

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Retirement Myth – Diversification Pixie Dust

October 14, 2019

Retirement Myth – Diversification Pixie Dust 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…

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Retirement Myth – There is no magic number!

October 7, 2019

Retirement Myth – There is no magic number! How Much Do I Need To Retire? This is the million-dollar question! Whether we are on the radio, presenting at a live…

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Retirement Myths – Not Enough

September 23, 2019

Retirement Myths – Not Enough We recently sat down with a couple for who called in desperation. She was almost in tears because her current advisor told her there was…

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