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Investments Article

Past Recessions & Recent Market Volatility

Today we’re going to go back by reviewing past recessions. We'll also be broadening the scope a little bit and taking long term look at the markets and market volatility over the course of the past year. We're then going to take a look at this yield curve. I have several different interesting charts to show you when it comes to this inverted yield curve.

Investments Article

Ultra-Long Treasury Bonds

Two years ago Treasury Secretary Steve Mnuchin took a look at the possibility of issuing ultra-long Treasury bonds with maturities between 50 and 100 years. The reason was to take advantage of the low-interest-rate environment and lock in extremely low borrowing costs.

Investments Article

Top 5 Things Investors Are Worried About Today

On August 26th of this year, sophisticatedinvestor.com released the results of a survey they conducted with 2,000 US investors. In the survey, respondents were asked which geopolitical or economic event they felt was most concerning where the health and safety of their investments were concerned. They surveyed men and women between the ages of 35 to 65+ from coast to coast. Here are the top 5 things investors are worried about today.

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Investments Podcast

How the Economy Affects the Marketplace

Episode 10 - Brad Kasper | President & CFO LSA Portfolio Analytics
When it comes to retiring, nothing matters more than building a portfolio that allows you to achieve your goals, and no one knows this better than Brad Kasper. He believes in using math to create solid strategies to meet goals, and as simple as that may sound, it’s less common in the financial services industry than it should be.

Investments Podcast

Things to Know Before Building Your Portfolio

Episode 11 - Brad Kasper | President & CFO LSA Portfolio Analytics
There’s a lot that you need to understand before you set out building your portfolio for retirement. In the first part of my conversation with Brad Kasper, we had a big-picture discussion of what makes a portfolio successful, the dangers of emotional investing, and why math and data will always beat attempting to time the markets.

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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.

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Savvy IRA Planning for Boomers

Dean Barber goes in-depth reviewing IRA Planning.

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