A New Portfolio Strategy
February 26, 2021
The 60/40 portfolio mix has long been the standard of investor portfolios—especially when you’re taking an income from it. Today, Paul and Evan talk about
February 2021
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Does Inflation Hurt Stock Prices?
February 25, 2021
Inflation is a force that weakens the spending power of your cash, but does it hurt your investments too? Today, Paul and his team talk
Mortgage Rates Go Up
February 24, 2021
Mortgage rates are the highest they have been in months. How does this affect your ability to get a house? Today, Paul and Chad discuss
Are Robo Advisors Worth It?
February 23, 2021
Goldman Sachs joins the Robo-investing world and is now one of the hundreds of Robo-investors promising lower fees and low account minimums. Today, Paul and
Tesla Accepting Bitcoin as Payment?
February 22, 2021
This week two interesting things happened around Tesla and Bitcoin. First, Tesla revealed that they invested $1.5 billion in Bitcoin and then they said they
What Does It Mean for Your Investments to Be Safe?
February 19, 2021
It’s easy for older investors to have anxiety around their investments because they feel like they have more to lose. Today, Paul and Arlene talk
Financial Planning for Divorce
February 18, 2021
When I asked Arlene Brown, a Certified Divorce Financial Analyst®, the first word that comes to her mind regarding divorce, she said, “expensive.” The impact
What to Expect from My Financial Planner
February 17, 2021
How do you know if you have a good financial planner? Today, Paul and his team explain the ins and outs of working with a