by admin | May 7, 2020 | Podcast
The Setup: As we begin the third month of the health crisis, Ben gives us an update on what he’s seen from the market in recent weeks, the provisions of the CARES Act clients are paying attention to, and what he thinks about volatility moving forward. [spp-player url...
by admin | Dec 5, 2019 | Podcast
The Setup: We’ve been hearing from a number of listeners who have sent in questions on a wide range of topics so we decided to dedicate an entire episode to answering as many as we can. From rental properties to fees and commissions to 401k company investing and more,...
by admin | Oct 17, 2019 | Podcast
The Setup: We continue our discussion on savers and some of the missteps they can make along the way. Saving is key to retirement success but are you getting the best return on your money for your needs? Today we look at risk and how it can impact your portfolio...
by admin | Oct 3, 2019 | Podcast
The Setup: 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...