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


Schedule a Complimentary Consultation


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

How Interest Rates and Inflation Impact Business with Don Wenner

Episode 55 - Don Wenner | Founder & CEO of DLP Capital

In this conversation, we dig into the challenges facing business owners in this time, the moves he made in the last 18 months to grow his business in spite of the COVID crisis, the impact that interest rates and skyrocketing values is having on the housing market, and the importance of having real strategies to operate in a recessionary environment.

Investments Podcast

Assessing Risk During All-Time High Markets with Brad Kasper

Episode 54 | Brad Kasper - President & CFO of LSA Portfolio Analytics

Our markets are at or near all-time highs. There are threats of inflation. People seem convinced that risk isn’t really present, even though it certainly is. What’s going on here, exactly? To help make sense of market risks and how they apply to you, I’m thrilled to be talking with Brad Kasper, President of LSA Portfolio Analytics.