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

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
Go to Top