The Dollar’s Staying Power and Other Reasons Not to Panic!
Presented by Ryan Gomendi In recent weeks, there has been much ado about the dollar. Questions and concerns have arisen about de-dollarization, central bank digital currencies, and what the government might do to your savings. The root of these concerns seems to...
Quarterly Market Update – First Quarter 2023
Market highlights: March results helped all three major U.S. indices end the first quarter of 2023 in the green. Despite mid-March market turbulence caused by strain on the banking industry, economic updates continued to show positive signs of growth. ...
What is a Reasonable Rate of Return in Retirement?
Ryan speaks to what Rate of Return to aim for in retirement. Rate of Return in Retirement We always like to think that rate of return is a function of risk. Meaning, that the higher the risk you may want to take, the higher the rate of return might be. On the flip...
Maximize Your Retirement Savings: The Importance of Diversifying Your Accounts
Ryan explains the importance of a balanced and diverse portfolio to get you through down markets like we are currently experiencing. The “Bucket Method”: Our Strategy to Balancing Risk and Reward Both stocks and bonds are down this year. Traditional 60/40...Rate of Return: What to Expect in Retirement
Gabe and Ryan let you know about risk and reward in retirement for the best rate of return in different markets. Calculating Risk into Our Rate of Return Expectation Rate of return is a function of risk. Risk level changes based on the individual and their unique...Ready to Get Acquainted?
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