In this video, Kevin discusses the complexity of investment portfolio options. During periods of market volatility you may be surprised how bonds can affect your returns. Deciding what investment risk is appropriate for you is never an easy or simple decision. Furthermore, be cautious of standard portfolio “rules of thumb” as different individual circumstances may change the way you should invest.
We can help you consider all the variables and determine what is best for your situation. Call for a free consultation, 865-240-2292
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...
This video specifically addresses the financial news entertainment industry. Financial news can be excited and fun to watch but it rarely addresses the requirements of our long-term retirement plan.
Kevin and Charlie continue their discussion about the Top Ten Retirement Mistakes to Avoid. Here we continue with “Number 9.”
At Leading Edge Financial Planning we believe it is critical to have a well-thought-out retirement income plan BEFORE you are retired. Retirement Income planning is one of the most studied areas of financial planning because there are many moving parts, competing interest and opportunities to increase your retirement income.
It's tax time (boo!) but there are many articles reminding us to maximize our tax-deferral accounts and Roth IRAs. Everyone knows they should save. Putting a large amount into accounts in the spring may be hard. IRAs, Roth IRA, and SEP IRAs are a great way to kick...