020 – Five Key Decisions Every Investor Needs To Make

There are five key decisions every investor needs to make: 1. The Do-It-Yourself Decision – Should you try to invest on your own or seek help from an investment professional? And if so, which type of advisor is best? 2. The Asset Allocation Decision – How should you allocate your investments among stocks, bonds and…

019 – What is the Investment Answer?

I want to chat with you a bit today about recent market performance, which as you know has been historically weak. If you are a long time listener you are well aware of two facts: 1. Investment in equities carries risk; a risk that prices decline, sometimes more severely than others and second, that over…

018 – 2016 – Ten Predictions to Count On

What kind of predictions did you make in 2015? Did they come true? Do you listen to certain “experts” and act on their predictions? Do you know the track record of the “expert” that you listen to? The New Year is a customary time to speculate. In a digital age, when past forecasts are available…

017 – 5 New Year’s Money Resolutions

Do you need to make a money resolution?  Tune in today as Scott suggests five New Year’s money resolutions. He wants you to pick one and show you how to set it as a SMART goal. Get out of debt Start an emergency fund Increase your savings rate Get investing right Get an estate plan

016 – Top 10 Year-End Tax Planning Tips

To help you finish out 2015 with a flourish, here’s a list of top 10 year-end financial to dos.   1. Max out retirement contributionsMake sure you’re on target for retirement—and save on taxes, too—by contributing the maximum to your tax-advantaged retirement accounts, whether you have an IRA, a 401(k) or both. For 2015, you…