Ep 11: Awkward Conversations With Your Financial Advisor – Part 2

2019-11-25T14:01:17-05:00November 21st, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.   

Ep 5: Shifting from Stocks to Bonds Removes the Volatility – Busting Financial Myths, Part 5

2019-11-25T14:02:03-05:00October 3rd, 2019|

Today we wrap up the five-part series on Busting the Biggest Financial Myths with a conversation on stocks and bonds. There’s a common belief that shifting to bonds removes all the volatility out of your portfolio, but that not a certainty. To help us explain this idea, we bring on a guest that specializes in building and maintaining client portfolios.