What To Do When Your Employer Updates Your 401(k)
October 16, 2024
A concerned investor reaches out to Paul because he got a notice from his
Are 5% CDs a good deal?
October 15, 2024
What Actually Matters the Most: A Lesson on Asset Allocation
October 14, 2024
Paul knows that if investors aren’t educated about some of the basics of investing,
Forget the “Tax-Free” Retirement and Do This Instead
October 11, 2024
Tax laws change all the time. That is why Paul wants investors to start
The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 2)
October 10, 2024
Today, Paul talks about how conditioned investors are to hear about market updates, speculation
Paul on News Channel 5’s OpenLine – September
October 9, 2024
The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 1)
October 9, 2024
Today, Paul talks about how conditioned investors are to hear about market updates, speculation
Healthcare Workers Aren’t Confident About Retirement. How Do We Get Confidence?
October 7, 2024
One out of three healthcare workers don’t feel confident about their retirement. This number
What Do 5-Star Broker Ratings Mean? It’s Not What You Think.
October 4, 2024
So you go to a planning meeting and find out that the company is
The Biggest Challenge Facing Investors Right Now
October 3, 2024
Paul got to talk with a bright young financial industry professional who wanted some
Are They Really on Your Side? The Fine Print on Nationwide’s New Heights FIA Products
October 2, 2024
Paul remembers what it was like early in his career working for a large