You have likely seen the local headlines. An apparent $50+ million investment fraud is unwinding in northeast Ohio, with a former high school basketball coach and self-proclaimed single-family real estate expert being accused of bilking investors in a Ponzi scheme. … Continue reading
Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith’s reflections on his retirement transition in this jam-packed episode. Continue reading
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
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
The bear is roaring and eating away at stock and bond returns. What’s an investor to do? Continue reading
