Client Resources

February 2021

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A New Portfolio Strategy

February 26, 2021

The 60/40 portfolio mix has long been the standard of investor portfolios—especially when you’re

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Does Inflation Hurt Stock Prices?

February 25, 2021

Inflation is a force that weakens the spending power of your cash, but does

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Mortgage Rates Go Up

February 24, 2021

Mortgage rates are the highest they have been in months. How does this affect

Are Robo Advisors Worth It?

February 23, 2021

Goldman Sachs joins the Robo-investing world and is now one of the hundreds of

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Tesla Accepting Bitcoin as Payment?

February 22, 2021

This week two interesting things happened around Tesla and Bitcoin. First, Tesla revealed that

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What Does It Mean for Your Investments to Be Safe?

February 19, 2021

It’s easy for older investors to have anxiety around their investments because they feel

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Financial Planning for Divorce

February 18, 2021

When I asked Arlene Brown, a Certified Divorce Financial Analyst®, the first word that

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What to Expect from My Financial Planner

February 17, 2021

How do you know if you have a good financial planner? Today, Paul and

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What to Expect in the Financial Planning Process

February 16, 2021

So what actually happens when you work with a qualified financial planner? Today, Paul

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GameStop Traders Are Feeling the Hurt

February 15, 2021

GameStop dropped almost 80% this week, and investors are really starting to feel the

Financial Planning for Divorce

February 12, 2021

When I asked Arlene Brown, Certified Divorce Financial Analyst® and Chartered Financial Consultant®, the

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

3 Types of Funds You Want to Avoid

February 12, 2021

Some of the most popular investment products can be some of the most dangerous.

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