Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: When preparation meets planning, little luck is actually needed! On this episode of Consider This Program, we will talk about our Investment Playbook and several other...
My wife and I are safe drivers. I can confidently say this because we have not been pulled over for speeding since high school; we have only had one minor accident that involved backing into a car in our driveway (I won’t say which one of us did that), and we are...
Knowing which basket to use is essential when engaging in activities like picking apples, or shopping at the grocery store. The same is true when evaluating your investment portfolio. The most common “baskets” used for investing today are mutual funds and their...
Some individuals go out of their way to be scared for Halloween. Managing money professionally, I regularly find enough monsters in the closet, regularly that so seeking out fresh fears seems unnecessary. One of the destructive challenges for investing when the...
Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA. In this segment we will cover: Investment skill and market results are the two dominant go-to factors for a successful journey from saving to and through retirement. But the luck of timing (the era...