Ep 104: Understanding Your Retirement Plan Results

Kudos! You went through a retirement planning process or completed an online calculator and have the results. Now, what the heck do they mean exactly? Continue reading
Rational Investing Through A Down Market

Investment markets have been providing investors a rough ride in 2022. While falling markets can be worrisome, a rational reminder to understand markets and risk may help keep things in perspective. Emotions & Averages A typical first response to unsettling … Continue reading
Ep 103: Mailbag – Bear Market Investment Questions

The bear is roaring and eating away at stock and bond returns. What’s an investor to do? Continue reading
Ep 102: Interview with Retirement Researcher Dr. David Blanchett (Part 2)

Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading
Trend Following: The Missing Diversifier to Your Stock and Bond Portfolio?

2022 has been a tough year for investors. Through the end of May, the S&P 500 and the Bloomberg U.S. Aggregate Bond indices have declined at -12.8% and -8.9%, respectively. Both stocks and bonds, which is what most investors predominantly … Continue reading
Ep 101: Interview with Retirement Researcher Dr. David Blanchett (Part 1)

Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading
Ep 100: Not-So-Smart Things Even Smart Investors Do

Market downturns elicit emotion. Emotional investors are more apt to make poor investment decisions. Time and again this is proven. Lather. Rinse. Repeat. Or get educated and break the cycle… Continue reading
Financial Planning Tools For Those Living With Disabilities

When you have disabilities, finances can be a concern, especially if you require ongoing care and treatment, or if you have a condition with the potential to worsen or require additional degrees of assistance in the future. Putting together a … Continue reading
Inflation & Your Portfolio Part 2

While you have enjoyed tame inflation, increasing economic growth, and higher stock prices beefing up your investments over the last 10+ years, you should never solely rely on any economic regime to dominate your portfolio or forsake diversification. Instead, the foundation of good long-term investing must be built on evidence and diversification that incorporates many different market environment environments. So how is this done? Continue reading
Ep 99: Whoa! Stocks and bonds both going down? What’s going on?

Hear Kevin explain what has been happening in markets with key points related to understanding diversification, risk, and four key economic regimes for investors to balance against. Learn why even a “balanced investor” has 90% of risk coming from one asset class, and why bad behavior is causing severe pain for many return-chasing investors as they go down with the ARKK. Continue reading