You’ve Retired. Do You Need to Worry About Your Asset Mix?
August 16, 2021
As you start your retirement, you may have different kinds of investments from which
Should You Invest a Lump Sum or a Little at a Time?
August 13, 2021
Today, Paul answers a listener’s questions about dollar cost averaging: If the market is
Advisors Need to Be Educators
August 12, 2021
Today, Paul and his team share stories over the years where investors suffered because
Are Structured Notes Conservative Investments?
August 11, 2021
Paul and his team explain structured notes as an alternative investment. Investment companies offer
Inherited IRAs
August 10, 2021
In 2019, the rules around inherited IRAs changed, and Paul commonly gets questions about
New Retirement Bills to Watch This Year
August 9, 2021
There is a great chance that retirement laws will be different by the time
Getting Too Comfortable with Current Trends
August 6, 2021
Investors crave consistency. Paul talks about a surprising trend in Great Britain and why
Taking an Income on Growth Stocks
August 5, 2021
History shows that distressed companies provide greater earnings potential. So when you’re looking to
Do You Trust the Government to Help Maximize Social Security Benefits?
August 4, 2021
The Social Security office is not here to give you planning advice, and it
Should You Buy Tesla Stock?
August 3, 2021
Some companies seem to attract investors and the media’s attention more than others. Over
Paying for College
August 2, 2021
Most people who pay for their children’s higher education do so before they