Live Webcast – 1:oo PM CDT on July 27, 2021 Join our fiduciary financial advisors for an informative review and discussion of Q2 2021 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter, and discuss rising inflation and its…
Live Webcast – 12:oo PM CDT on June 18, 2021 Join our fiduciary financial advisors for an informative discussion on Roth vs. Traditional 401(k). Attendees will learn how to determine which one is right for them, steps they can take to improve their retirement outlook, and 5 ways to create financial security. Finally, following the…
By Nicholas Economos, CRPS® and Miaciah Manuel, CFP® Key Points Thinking with a tax mindset: While changes in taxes aren’t a certainty, if they do happen, investors should increasingly consider thinking about their financial plan and portfolios with a tax mindset. Changes in policy should trigger changes in behavior: The recently proposed changes would affect…
By Nick Economos Can you imagine fearing retirement once you’re actually in it? It’s more legitimate and common than you realize, even as you have a blank canvas for mapping out the rest of your life by engaging in retirement planning. Allow me to illustrate from a client conversation and you’ll see what I mean. Recently,…
By Nick Economos Something about that Blue Chip stock just seems to be safer to you. After all, it’s a household brand name. It’s listed on that exclusive list of only 30 companies, the Dow Jones Industrial Average. Its earnings appear stable and without much risk. So what could go wrong? It’s an easy assumption…
By Nicholas Economos, CRPS® The editorial mission of the Fiduciary Advisor blog, and all of our FFP University publications, is to help investors translate the latest market news from a fiduciary perspective — putting their needs first on an active basis. Our quarterly market review webinars are a big part of that. We know that many of our…
By Nicholas Economos, CRPS® In our inaugural blog post for The Fiduciary Advisor, we discussed how the risks of the American retirement crisis call for fiduciary advice — financial guidance that puts investor needs first by law. In this post, we’ll explore investment risk in more detail. Investment risk can be thought of as…