Month: October 2020

The end goal of investing is to enjoy the wealth you’ve accumulated. But knowing how much to take can be confusing. Between taxes and inflation

COVID is bringing out some pretty strange things in seasoned investors. Today, Paul and his team talk about an article called, “The Pandemic Turned My

111 days. That is the average time it takes for the market to correct itself after a downturn. Sometimes it’s faster. Sometimes it’s slower, but

Everyone has regrets. Some are more costly than others. In today’s episode, Paul and his team talk about a WSJ article surveying the top regrets

It’s time to enroll for Medicare and Paul wants to help put your mind at ease. Paul covers the 10 most common Medicare questions in

Have you heard of convertible bonds? In today’s episode, Paul and his team look at an article that calls them a powerful diversification strategy. But

Everyone goes through a crucial period in their life before taking a job—the learning phase. In today’s episode, Paul and his team talk about education

This week a client came back after leaving a few years ago to invest in real estate. Unfortunately, his money was tied up in some