Insights

Below you’ll find articles, downloadable guides, videos, and more all created to help you get to and through retirement.

 

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Retirement Article

Investing for Retirement

History has shown that mixing those three types of investments in your portfolio can increase your risk-adjusted returns.

Investments Article

US Stocks: Investing for Retirement

Today we’ll be looking at what is arguably the most discussed part of your investment portfolio, US stocks. If you missed the last two installments of our Investing for Retirement series be sure to check them out. They were on bonds and international stocks. Turn on CNBC (no financial planner has never said this phrase before, probably), and you’ll be updated every minute of the day as to how this asset class is performing in bright, bold numbers. If you get online, watch TV, or listen to the radio throughout the day...

Retirement Article

International Stocks: Investing for Retirement

In our last post, we looked at how bonds can fit into a diversified portfolio. Today, we are looking overseas, and why you might want to own international stocks to be truly diversified. When you look at the stock (equities) portion of your portfolio, you have an important decision to make.

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.

Retirement Podcast

How Preventative Care Can Keep You Healthy in Retirement with Dr. Laura Lile

Episode 29 - Dr. Laura Lile | M.D., R.PH. at Lile Wellness Partners

Though we normally focus on the financial aspect of retirement, this week’s episode is all about healthcare - and specifically how to live healthy at every stage of life. You’ll learn how to work with your body to address the declines we go through as we age, how to take preventative steps now to avoid worse outcomes later, and why it’s never too late to start taking steps to change your health.