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Investments Article

8 Ways to Combat Financial Uncertainty

All the financial uncertainty that we’re dealing with seems to be coming at us from every angle. While this financial uncertainty is uncomfortable, it’s not uncommon. From the Dot-Com Bubble to the Financial Crisis, we’ve been through cycles similar to this. Dean Barber and Bud Kasper look back at some of those cycles and review eight ways to combat financial uncertainty.

Investments Article

Market Conditions Falter to Round Out August

Market conditions tumbled at the end of August after a summer rally. Dean Barber takes an in-depth look in August's Monthly Economic Update.

Estate Planning Article

5 Types of Financial Plans

Going to the doctor for a checkup usually isn’t the most fun thing to do, but it’s necessary so that you’re up-to-date on your health situation. The same can be said about meeting with a financial planner to find out where you’re at with planning for retirement. Bud Kasper and Logan DeGraeve discuss the five types of financial plans and how a comprehensive approach to financial planning is critical to getting to and through retirement.

The Guided Retirement Show

Investments Podcast

The Fed and the Markets Face Multiple Headwinds with Brad Kasper

Episode 69 | Brad Kasper | President & CFO at LSA Portfolio Analytics
In today's episode, Brad and I will go in depth on these headwinds that the Fed and markets are facing and how it impacts you. The bottom line is that having a financial plan is crucial right now. 

Investments Podcast

Alternatives to Stocks and Bonds with John Hampton

Episode 66 | John Hampton | Executive Director
In this conversation, Dean and John discuss why stocks and bonds get so much of the attention in the mainstream media and what alternatives are available to investors.

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Retiring During a Recession

Uncertainty has been the theme of 2022. We’ve experienced some jaw-dropping market volatility and inflation, and after back-to-back quarters of negative GDP growth, we’re technically in a recession. All this uncertainty has only enhanced our firm’s commitment to help people continuing living their one best financial life. In this Barber Financial Group Educational Series event, Drew Jones joins Dean Barber to discuss what it’s like to retire during a recession.

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How Bonds Fit into a Financial Plan

One of the most common questions that our advisors here from clients and prospective clients is, “Why should I own bonds?” Considering how rising interest rates and inflation have been wreaking havoc on bonds, it’s a fair question to ask. Still, no matter the economic condition or how interest rates are doing, bonds can still make sense in your portfolio. Dean Barber and Chris Rett explain why in this Barber Financial Group Educational Series event.

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IRA Planning for 2022

After reviewing 401(k) planning for 2022 in January, we’re slightly shifting gears here for this Barber Financial Group Educational Series event to discuss IRA planning for 2022. While a 401(k) is often people’s largest asset, IRAs are oftentimes their second largest asset. Chris Rett recently joined Dean Barber to break down IRA planning for people at various stages of their lives.