Posts Tagged ‘#financialadvice’
The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
As retirement draws closer, many people experience a shift—not just emotionally or mentally—but financially as well. This shift requires more than simply saving and hoping your portfolio grows. It’s what…
Read MoreA Balanced Look at This Investment Strategy
The “Sell in May and Go Away” strategy is a well-known adage in the investment world, suggesting that investors should exit the stock market in May and return in November…
Read MoreDon’t Overlook This One Thing in Retirement Planning: Survivor Income
Survivor Income – When planning for retirement, most people focus on one thing—ensuring a steady stream of income once the paychecks stop. That’s a smart move. After all, when you…
Read MoreDo Stocks Always Outperform Other Investments? Let’s Talk About the Full Truth
You’ve probably heard it time and time again: “Stocks (aka the stock market) always outperform other investments.” It’s one of those pieces of traditional financial wisdom that gets passed around…
Read MoreWho’s the Real Beneficiary of Your Hard Work? Estate Planning Mistakes to Avoid in 2025
Estate Planning Mistakes to Avoid in 2025 – When we hear the term beneficiary, most of us instantly think about who’s going to inherit our money or property when we…
Read MoreCreating Multigenerational Wealth: Strategies For Each Generation
Creating Multigenerational Wealth: Strategies For Each Generation – Talking about family wealth and inheritance isn’t the easiest conversation to start. It can be uncomfortable, sensitive, or even something you simply…
Read MoreQ4 2024 MARKET REPORT
Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald…
Read MoreThe Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat…
Read MoreThe Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage…
Read MoreCorrelation vs Diversification
Correlation vs Diversification When it comes to investing, the term “diversification” is often thrown around like pixie dust. Many people believe that simply having a variety of funds…
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