In this episode we evaluate a person’s hypothetical financial situation and discuss our approach. We begin by analyzing the person’s financial constraints and suitability. Then we challenge each-others strategies and ideas to determine the best course of action for this person.

Here is the final episode in our political election series where we discuss strategies to capitalize on gains in the event of a market decline. We review these topics and more to help you be more proactive when it comes to your portfolio during times of political uncertainty!

Continuing on with election related topics we discuss defensive strategies that can protect your portfolio. We take a look at the pros and cons of tactical and passive investing along with risk-adjusted returns. Remember there are always ways to express your opinion in the markets. We discuss these topics and more to help you prepare your portfolio through times of political uncertainty!

Have you considered how the upcoming election can impact your portfolio? We discuss historical data relating to the markets during a presidential cycle. We also look at different market sectors and their performance overtime. These are lessons to help your portfolio navigate through times of political uncertainty.

Welcome to a special multi-part series on the economic and market implications under a full sweep of the White House, Senate and House of Representatives by the Democratic Party. We discuss historical data, market sectors, and specific steps you can adopt for your portfolio to prepare for the upcoming elections in November of 2020. These are lessons that can help navigate you through the current economic and political climate.

Welcome to a special multi-part series on the economic and market implications under a full sweep of the White House, Senate and House of Representatives by the Democratic Party. We discuss historical data, market sectors, and specific steps you can adopt for your portfolio to prepare for the upcoming elections in November of 2020. These are lessons that can help navigate you through the current economic and political climate.

Financial habits can be passed down to younger generations through a variety of different ways. We discuss commonly used methods to teach kids how to be smart when it comes to their finances. These are lessons to help you prepare your kids or grandkids to be financially savvy adults one day.

Social Security is a federal insurance program that provides economic security for millions of Americans. Determining at what age to take social security is circumstantial. We discuss what you should consider before taking social security.

Wills, trusts and other estate planning documents can protect and preserve assets for individuals and businesses. A properly structured estate plan can shield against unforeseen liabilities such as a lawsuit We discuss the importance of estate planning with Alfred Lee.