Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
The Key Points: Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG. In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we...Ep 101: End of the Year Planning Pt. 2
The Key Points: Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint. Some pre-retirees hope to retire early but haven’t...Ep 100: End of the Year Planning Pt. 1
The Key Points: On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a...Ep 99: Market Updates – Where Are We Headed?
The Key Points: With the year coming to an end, you may be wondering what is in store for us over the next few months, as well as what 2023 with bring. While we can’t predict the future, we can certainly share our estimations of what may be coming. History should be...
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