Ep 24: Lies You Might Hear from a Financial Professional

2020-01-28T10:01:50-05:00February 27th, 2020|

A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but let’s discuss four statements that you need to be cautious about if you ever hear them from an advisor.

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.

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