In this episode the relatable finance guys discuss traditional asset allocation and how it’s been impacted by the volatile markets of 2020.
Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]
In this episode the relatable finance guys talk to Kris Rato, head of operations at Jackson Hospital, and learn how the institution is dealing with the effects of COVID on our community.
Hardly a week goes by without news of another data breach or similar situation in which individuals’ personally identifiable information is exposed. Even some of the most well-known and respected brands, including Equifax, Target, Sony and FaceBook, have been targets of attacks. As criminals get more creative in the ways in which they commit these […]
In this episode the relatable finance guys discuss the role of valuations in determining stock prices.
Too often, individuals planning for their golden years forget to consider the federal taxes they will need to pay on their Social Security benefits. Unfortunately, these oversights can take a considerable bite out of one’s expected income in retirement. Generally, if the income you rely on in retirement comes from sources other than Social Security, […]
Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]
In this episode, the relatable finance guys talk to Ben Sorensen about how the economic crisis is impacting local governments.
According to the Pew Research Institute, first-time marriages are on the decline, while a growing number of unions involve spouses who said “I do” at least once before. When individuals enter into second or third marriages, they are more likely to have children from a prior marriage as well as a retirement nest egg, a […]
In this episode the relatable finance guys explain the different sectors of the stock market and what to consider when making investing decisions.
In our hyper-social world, we increasingly store and share our personally identifiable information online through a variety of social media outlets, cloud-computing technology and digital devices. Your online identity could create challenges when you pass away or if you become incapacitated and can no longer access your accounts. Do family members know your usernames and […]
In this episode the relatable finance guys interview Diana Londono about economic development efforts by The Beacon Council.
The recent market gyrations and prospects of a longer-term recession in the wake of the COVID-19 health crisis has raised red flags for many investors, especially those nearing or entering retirement. With such an uncertain future, soon-to-be retirees are increasingly turning to annuities to help diversify and protect their retirement savings while creating a steady […]
In this episode the relatable finance guys explain modern monetary theory and how it applies in these volatile economic times.
The additional time we are spending in our homes during the COVID-19 pandemic has given many of us a rare opportunity to pause and reassess our life choices, including those that affect our physical and mental well-being. For some, this has translated to a healthier diet, a more regimented exercise routine and more time spent […]
