March 25th, 2024 Elliot Kallen
Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors […]
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May 16th, 2023 Greg Aler
“Making investment decisions is simple!” said no one ever. But what if there was a way to see such decisions with unbiased clarity? Behold, The Overnight Test. In a recent blog post, Carl Richards, the creator of The New York Times’ Sketch Guy column, asked readers to ponder: “What would you do if you purchased […]
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April 18th, 2023 Greg Aler
How much should you watch or act on information and predictions that you see on financial TV? Mom always told us, “consider the source.” How much should you believe on financial TV? Social Security has moved up the date when they will cut back benefits. Will it affect you? 70% of people will need some […]
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April 11th, 2023 Greg Aler
Every once in a while, you hear someone say something so succinct and spot-on, you’re darn near convinced you should frame it and hang it on the wall. This one comes courtesy of Morgan Housel, the author of The Psychology of Money and former columnist for The Motley Fool and The Wall Street Journal. In […]
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March 29th, 2023 Greg Aler
Podcast: It seems like the Government has your back if your bank fails. Who has your back if you make a mistake in retirement? Full radio show from March 26, 2023: Marriage, divorce, and moving. Make sure your legal papers are in order. Why did well know financial author Robert Kiyosaki say, “May God have […]
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March 8th, 2023 Greg Aler
Even if you love rollercoasters, chances are the rip-roaring stock market isn’t your kind of thrill. Yet time and again, as the market suddenly plunges to gut-turning lows, retirees are advised to stay on the ride; wide-eyed, white knuckled, and praying there won’t be another dip as big as the last. Why? Like so many […]
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January 30th, 2023 Greg Aler
Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things : They’re expensive and have big fees. They don’t give you access to your money. There’s no growth. While these statements are true of some annuities, they’re not […]
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December 15th, 2022 Greg Aler
Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention. Now, before you run off, we know annuities have become something of a dirty word. And frankly, they’ve earned the reputation. Historically, some haven’t been […]
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June 8th, 2022 Greg Aler
You probably don’t often think about how much your portfolio could go up or down at any moment—that is, until the market moves so much that it’s front-page news. Upward movement is thrilling, but downward movement is… well, we don’t have to tell you how that feels. The years 2000 and 2008 probably bring back […]
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