Exciting announcement! We are pleased to announce that we’ve recently formed a new partnership with award-winning, Sacramento-based, Allworth Financial. Our same talented team will continue to help you reach your financial goals. To learn more, visit: https://t.co/e1gRsjZ2AT
Did you know you can negotiate your college financial aid packages? We’re willing to bet that many of our listeners had no idea about this tip! If you or someone you know has a child going off to college, please don’t miss out on this opportunity to save! We highly recommend c...
If you’ve been contemplating an out-of-state move, this podcast episode is for you. We will discuss what you must consider to ensure you thrive in your new home and community. >> https://t.co/P7IluM8QKl
For educational purposes only: https://t.co/GAwD8P9zff.
James McIntosh said, “To wisely invest in 2024, we have to decide why the economy defied expectations in 2023.” Well, James, we respectfully disagree! All you have to do is invest your money and stay invested. It’s all about the long game! If you do the math and look at histor...
Our market prediction for 2024 is a humdinger: the market will fluctuate. As Richard points out, that’s all you can guarantee because annual performance is too short of a timeframe to make any logical conclusion about your actions. Just relax, stay invested, and ignore the day...
Did you know that Jim Cramer is wrong about his predictions more than half the time? In fact, there was an ETF set up that tracked his picks, and the returns were so bad they had to shut it down. It only made 2%! Just because he gets a lot of airtime doesn’t mean he knows how ...
Forbes magazine has a lot of great information and features wise experts, but you have to be careful because just about anyone can pay to have an article published with them. Some people may be there to advertise a business. If you have questions about the topics we discuss in...
Having a trauma center nearby is one example of things often overlooked when considering a move after retirement, but that's not all. Here's what you need to know >> https://t.co/P7IluM8QKl.
For educational purposes only: https://t.co/GAwD8P9zff.
In October 2023, the Wall Street Journal said the 60/40 portfolio was dead, yet one month later, it had its best month since 2020. One more example of why you shouldn’t make money moves based on the news! Have questions for Richard or Angela? Schedule a... https://t.co/RqVjAOnXkQ
We thought many bad things were coming down the road in 2023: A complete market crash, China taking over, and even a huge commercial real estate collapse. We saw our fair share of vacancies in the Bay Area, but nothing catastrophic, surprise! Want to listen to the full episode...
If we can’t rely on the big guys like Morgan Stanley and Citi Group to tell us what will happen in the market, who can we rely on? NO ONE! Why? Because no one can predict the future. If you have a well-diversified portfolio, turn off the news and settle in for the long term. Y...
Many so-called “market predictors” saw a recession looming in their crystal ball. The reality? 2023 ended in the green. No one believed the markets would end as strong as they did. Listen in as Richard and Angela give us a little recap and highlight why we shouldn’t listen too...
If you’re looking for out-of-the-box financial wellness with long-term success, we’ve got your back. Schedule a 30-minute session with Richard or Angela today > https://t.co/5VPcwdzs9F.