In this video Kevin adds to last week’s conversation about the complexities of investing in volatile markets. Kevin shares what occurs when markets crash and what you can do to prepare yourself, and your portfolio, for the next time it happens.
Keeping your online financial accounts secure is more important than ever. In this short video Charlie shares 3 important tips on how to keep your information protected. Take these critical steps now!
Kevin Gormley offers an in-depth review of the 3rd quarter market conditions. He also shares his perspective on chasing short-term earnings, investing in potentially higher-valued markets, avoiding “short-termism” and discusses if you should consider adding small-value, small-growth investments to your portfolio.
Top Ten Retirement Mistake #3: Not Having a Plan For The Best Time to Start Your Social Security Benefits
Charlie and Kevin discuss some of the factors that people in their early 60’s should consider before starting Social Security. What are the three most important considerations in order to make the best decision? We believe this decision must be part of your overall retirement plan or it could be a very expensive mistake!
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis…
How to Measure Your Financial Health. Tracking your Net Worth – The Leading Edge Way! How do you measure your financial health? Net Worth is one of the best measurements to know if you’re personal balance sheet is strong.
The Number Four Top Ten Retirement Mistake to avoid is "Too Much or Not Enough Risk In Your Investment Portfolio." How do you know the right amount of investment risk for you? What do the phrases "risk capacity" and "risk tolerance" mean and why are they important to...
Top Ten Retirement Mistakes – Number 6! We’re counting down to the biggest mistake you can make when it comes to preparing for a great retirement. In this episode Charlie and Kevin explore the good, the bad and the ugly about annuities. There are literally hundreds of different types of annuities and they’re not ALL bad.
The seventh most common retirement mistake is not setting goals or having a well-thought-out financial plan in order to achieve what’s most important to you.
We believe if you take the time to set realistic goals and develop a financial plan you will enjoy a better quality of life now as well as prepare for a great retirement lifestyle in the future. Our hearts desire is that you achieve your goals and dreams. Please let us know how we can help you in your journey to financial peace and prosperity.
Every year financial pundits make their predictions for the coming years. In this video Charlie Mattingly demonstrates the value (or lack there of) of news headlines and predictions using actual news headlines from 2016.
In order to be successful savers and investors, we must be keenly aware of our emotions and innate human behavioral biases. In this video Charlie demonstrates how our emotions and biases could lead us to poor financial-decision making.