Blog and Podcast

What is ESG investing?

You may have heard the term “ESG Investing” in the news, from a friend, or through your church. What exactly is ESG investing, and might it be right for you?   ESG  ESG is an evaluation of a company’s conscientiousness for different factors that are … Continue reading

Ep 80: Should I Sell a Stock With a Large Taxable Gain?

Astute investors know concentrated stock holdings are suboptimal and expose a portfolio to diversifiable risks. But simply selling regardless of tax consequences is also short-sighted. So how do they best fit into your portfolio and financial plan? Continue reading

Much Ado About Inflation

Inflation is garnering media headlines. Is it headed higher? It recently has. But do these price increases signal a coming wave of broad and persistent inflation or just a temporary snapback following the unusually sharp economic downturn in 2020? Continue reading

Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor

Married couples often get unexpected benefits from working with a financial advisor. Communication is the essence of healthy relationships. Quite often meeting with an emotionally intelligent financial advisor can enhance the communication and understanding between spouses while bringing objectivity to the financial and emotional aspects of the relationship. Continue reading

How Risky Are You Really?

Rather than using non-measurable descriptions of risk like conservative, moderate, aggressive, your customized retirement plan needs to be the foundation to measure risk. A good retirement plan starts with carefully modeling your lifestyle goals, optimizing your income sources from Social Security and pensions, and stress-testing investments against your plan. Once this is done the three types of risk below can be more accurately discussed. Continue reading

Ep 76: Your Hierarchy of Retirement Needs

Hear Kevin discuss Maslow’s work and how it relates to retirement. He’ll discuss real-life stories of how clients have retired but struggled to meet needs without work with the hope of helping you avoid the same. Continue reading

Ep 75: 10-Year Return Forecasts

Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate? Tune in to find out and become a more informed investor. Continue reading

DFA Funds: Lower Costs & New ETFs

A majority of True Wealth clients own investments from Dimensional Fund Advisors (DFA) – a science-based money manager with more than $600 billion in assets under management as of March 2021. We wanted to give a brief update on some … Continue reading