We closed out the month of March with an unprecedented month in the stock market as the coronavirus caused fear and uncertainty throughout the country. To get a little perspective on what we’re witnessing, let’s take a look back through history at the worst market crashes of all-time.
Retirement comes in many different forms and we all create our own vision of the day we make that exciting transition. Maybe you’re someone that plans to work as long as you can or you the person that’s ready to retire as soon as possible. We all have a different level of desire when it comes to retirement, and today we’ll span the spectrum with J’Neanne Theus.
Many different types of bias can play a role in the decisions an investor makes and most of the time it results in a negative outcome. Let’s highlight six of the biases that we see clients use for their financial decisions and explain how they affect your portfolio.
A lot of people like to think they’re making decisions based on logic and facts, but the truth is emotions typically play a role in our decision-making process. As you can imagine, we have many strong feelings when it comes to our money and that can become a problem for your retirement plan.
The focus of our podcast has shifted and today we’re going to tell you why by giving you the background behind the decision, why we feel this new objective is so important, and the goals for the show. Plus, we’ll learn more about J’Neanne’s career and how she got into this career after her time in the military.
We all want to stay informed when it comes to investing but it’s more important to make sure the research you’re doing isn’t actually misleading us. Unfortunately, some of the information out there isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
Mutual funds have long been a popular investment option for people saving for retirement, but is the landscape changing? We’ll take a deep look into mutual funds, explain some key terminology, and discuss whether it’s a good option or not.
Are you ready to start taking Social Security benefits? Do you feel knowledgeable on what strategies to put in place to make the most of it or are you falling for some of these common misconceptions when it comes to Social Security?