Investments Article

Can I Beat the Market?

Many investors compare their investments to certain indices in an effort to beat the market. But are indices a good benchmark? You may have heard someone say there two emotions that can drive our investing decisions. 

Investments Article

What if Trump Wins the Election?

Shane Barber and I shoulder the challenge of writing if Trump or Biden wins the election. Our task is providing facts and insights as they pertain to each candidate's platform. Neither my friend Shane (the Beethoven of words and the Sherlock Holmes of facts) or I chose which side to represent. Instead, we were assigned a candidate. Mr. Barber will present for former Vice President Biden's positions, while I undertake President Trump's positions.

Investments Article

Are Millennials Saving the Housing Market?

Looking at what the market did in August, you would think that we were in the best economic time in your life! Things have been off the charts. Join me for this Monthly Economic Update where we'll discuss the markets for August, understand how millennials are impacting the housing market, the disparity in certain sub-sectors, and my thoughts on the presidential election.

The Guided Retirement Show

Investments Podcast

Investing in Emergent Technology Like AI with Chris Buck

Episode 30 - Chris Buck | Head of Capital Markets & Sales at ROBO Global®

Today, Chris and I discuss his company and the financial products they’re making available to investors, how new technology transforms every industry it touches, and how you can potentially make some of his favorite innovative companies part of your retirement portfolio.

Investments Podcast

What Retirees Need to Know About Options with Lance Gaitan

Episode 26 - Lance Gaitan | Options Strategist & Portfolio Manager at Gaitan Strategic Ventures

Today, Lance joins the podcast to talk about how to craft an options strategy, whether they belong in your portfolio, and if this is something you can do on your own - or if you’re going to need the help of a professional. Stock options aren’t for everybody. A lot of amateur investors get burned trying to play the options game, and there’s a very good reason for this: they require a deep knowledge of strategy, of the win-loss ratio, and a strong understanding of what’s out there.




The SECURE Act & Your Retirement: An Expert Roundtable

Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.


Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.


Savvy IRA Planning for Boomers

Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We're here to clear up the noise as Drew presents Savvy IRA Planning for Boomers.