How to Choose the Best Investment Advisor for You
When you hire an investment advisor, you’re putting your hard-earned money and financial future in their hands, so you must make sure you find the best person for your unique needs.
Market Seasonality & 401(k) Rollovers
Jeff, Joe, and Kyle are back this week, kicking off the show with last week’s market recap. The Dow was up, the S&P 500 was up, and the NASDAQ was unchanged. All three indexes remain up YTD, though all three are also slightly down from their 52-week highs. The week was anything but typical, though at the end of the week it appeared fairly typical to those who hadn’t been paying attention. We saw a bit of a corrective move at the beginning of the week, but it was mostly recovered by Friday. The Money Wise guys dig into […]
How to Manage Risk in Your Investment Portfolio
If you can do these two things – know your risk and manage it – you can grow and preserve your capital. Below, we’ll discuss several ways portfolio risk can be calculated and managed.
Reflecting on 9/11, Will Inflation Force the Fed’s Hand?, Tax Policy Problems, and Your 401(k) Rollover
Over the weekend we reflected on the sobering tragedy that took place on September 11, 2001. Each year that passes, the impact gets a little farther away, but we will never forget about the lives lost and the people who took those lives. We all take a pause to memorialize this somber day and those who perished that day. The markets too, have taken a pause this past week with Wall Street observing the 20th anniversary of 9/11 on Friday in the heart of New York City. The DOW, S&P, and NASDAQ were all down this last week, but it […]
August Recap & The ‘Are You Ready for Retirement’ Quiz
Episode Notes Jeff, Joe, and Kyle are back this week, with Jeff kicking off the show with last week’s market recap. The Dow was down, while the S&P 500 and the NASDAQ were up. They also recap the month of August, which showed all three indexes up. All three remain in the black YTD also. The S&P 500 and the NASDAQ both reached several all-time highs last week. The guys also discuss the continuing churn in the market, a slight increase we’re seeing in interest rates, wage inflation, and the disappointing job numbers for August. During the second hour, […]
