What’s Worked in 2020?

What’s Worked in 2020?

https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM332.m4aSubscribe: Android | RSSIt’s been a roller coaster year in the markets here in 2020.  As we wind down the fourth quarter, it’s interesting to look at what areas of the market have...
Financial Goals for 2021

Financial Goals for 2021

There’s just about 6 weeks left in 2020, and it has been a rollercoaster of a year.  With how wacky this year has been, it’s easy to get caught up in the moment and forget that 2021 is right around the corner.  Now is the time to recap everything that happened in your...
2020 Year-End Tax Tips

2020 Year-End Tax Tips

https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_331.m4aSubscribe: Android | RSS2020 has been a chaotic year for people – personally, emotionally, financially, you name it.  Don’t let your 2020 taxes be chaotic too! In this episode of the...

The Benefit of a Fiduciary in 2020

In 2020, there have been a LOT of opportunities to jump in and out of the market – only to investor’s detriment. Having a fiduciary advisor on your side can help investors remain invested through tough markets knowing the advice they’re getting is in...
The Value of a Fiduciary in Volatile Markets

The Value of a Fiduciary in Volatile Markets

https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_330.mp3Subscribe: Android | RSSWhen you work with a fee-only fiduciary investment advisor, you know that any recommendation or investment decision is 100% in YOUR best interest.  In Ep. 330, Tom and Tim...