About Chris Patterson

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So far Chris Patterson has created 50 blog entries.

Are Variable Annuities a Bad Investment?

You’ll probably find that advisors have varying opinions when it comes to annuities, but variable annuities might have the worst reputation of them all. Today we’ll tell you why variable annuities aren’t usually a good investment and why Chris rarely uses them in portfolios he builds.

By |2020-12-17T14:32:25+00:00December 17th, 2020|Podcast|0 Comments

How to Pick the Right Financial Advisor

Picking a financial advisor is one of the most important things you’ll do for your retirement, but how do you know if you’re making the right choice? Today we’ll lay out the expecta-tions you should have for this relationship, what to look for when interviewing people, and why it can have a big impact on your financial future. Plus, we’ll tell you about the top 15 cities for retirement.

By |2020-12-03T14:24:14+00:00December 3rd, 2020|Podcast|0 Comments

Hindsight in 20/20 in Financial Planning

We all have some things we would have liked to differently in hindsight, especially as it relates to our finances. That might be especially true in 2020 as we all deal with difficult circumstances due to COVID-19. Here are some things we might hear about our planning decisions in hindsight.

By |2020-09-22T20:58:17+00:00October 15th, 2020|Podcast, Uncategorized|0 Comments

Are You Making These Classic Pre-Retiree Mistakes?

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

By |2020-08-20T14:12:39+00:00August 20th, 2020|Podcast|0 Comments

How Will The Stock Market React To The 2020 Election?

Many people believe that whoever is in the Presidential office has a direct correlation to how the stock market performs. Today Chris is here to debunk some common misconceptions about the relationship between the stock market and political matters.

By |2020-07-28T19:00:02+00:00August 6th, 2020|Podcast|0 Comments

Mailbag: Online Retirement Calculator, Diversification, Feeling Behind On Saving

Today episode is dedicated to answering some email questions that we have received in the mailbag. We'll cover how accurate online retirement calculators are, having diversification in your portfolio, and the importance of being able to generate income in retirement.

By |2020-06-18T14:04:55+00:00June 18th, 2020|Podcast|0 Comments

Is Your Portfolio Underperforming the Market?

This week, we look a bit more in depth at the Dalbar Report to see what key factors cause investors to frequently underperform the market. Find out how you can use the findings from the Dalbar Report to make smart decisions with your money in this uncertain, volatile time.

By |2020-06-10T18:01:08+00:00May 21st, 2020|Podcast|0 Comments

What the Dalbar Report Tells Us About Market Timing & Investor Behaviors

Many people think it's possible, with the right information or the right guidance, to time the market. Chris turns to the Dalbar Report to give us a look into the stock market history and how emotional decisions and attempts to time the market have panned out for investors over the last several decades.

By |2020-06-10T18:01:08+00:00May 7th, 2020|Podcast|0 Comments
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