Ep 37: A Coronavirus Update on Our Clients & Our Office

2020-06-04T09:13:36-04:00June 4th, 2020|

We spend most of the time on this show talking about financial planning topics, but we thought it would be beneficial for a lot of people if we talked about how everyone has been doing. From our own office to the clients we’ve been keeping in touch with, find out how others are dealing with quarantine and what they’ve been doing to keep busy.

Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?

2020-03-26T09:10:01-04:00March 26th, 2020|

It’s hard to imagine anyone avoiding losses over the last month due to the coronavirus fallout, but there are steps you can take to rebound when the market begins bouncing back. Today we’ll look at the opportunity in stocks, explain the importance of trusting your advisor in times like these, and talk about the next steps you should be considering with your retirement plan.

Ep 27: Coronavirus Impact on Financial Markets

2020-03-19T09:24:21-04:00March 19th, 2020|

The coronavirus has affected people around the globe and forced us to all change many aspects of our day-to-day lives. Maybe the biggest impact we’ve seen in the US has come on the financial side. The market collapse we’ve seen over such a short period of time is unprecedented and has many people concerned. We turn to Ben for perspective on what we’re seeing and reassurance that retirement planning is a long-term play.

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