Archive for September 2020
Episode 94: Millennials In Retirement
Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?
Read MoreA Checklist for When a Spouse or Parent Passes
An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist…
Read MoreEpisode 93: Stuff You Should Know In The Financial World
Did you know…? From the global bond market to living benefits, we share what kind of stuff should you know when it comes to your financial decisions on today’s podcast.
Read MoreDow 30 Changes Its Starting Lineup
What you should know about the change. The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change went into effect before…
Read MoreEpisode 92: Mailbag – Should You Be Rebalancing?
Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
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