Last week was a reminder of the value of diversification. A bank that focused on a niche portion of the economy succumbed to “unexpected” events. The fallout took down the investors, but not the depositors. This is a serious issue for those directly impacted and a...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Investment Playbook Show Living off dividends in retirement is a dream shared by many investors, but in today’s environment marked by rising life expectancies, extremely low...
Consider This Program with Daren Hardesty and Grant Soliven, AIF. In this segment we will cover: Many people go into investing with an idea of how much they are going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect...
Conventional wisdom in the investment world dictates that when you reach retirement age, your investments should become more conservative Someone in retirement can no longer handle the swings of the market. In theory, that sounds like a reasonable idea. Fiduciaries,...
If you are like me, odds are you have at least one or two tools in a kitchen drawer. And because this drawer is more accessible than my toolbox in the garage, I often attempt to use a screwdriver as a hammer. Or a pair of pliers as a screwdriver. Generally, the...
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment, we will cover: You know the old saying, “Don’t put all your eggs in one basket”, but how can you ensure you are using not only the right number of baskets but the right kind of eggs too?...
Financial markets give every single one of us plenty of opportunities to be “wrong.” Wrong in the sense that we transform things that we believe are highly probable into a forecast for what will definitely occur. The difference is subtle, but the nuance between likely...