Protect Your Assets

What to do with Old Retirement Plans

Life is busy and sometimes people forget or just don't have time to figure out what to do with old 401k plans. Learn some strategies on how to reclaim your money and put it to work for you in this week's episode of Protect Your Assets.

Markets Hit All Time Highs

The markets continue to push higher as they continue to set new records. What factors may lead to changes in the current economy? Find out what you should pay attention to in this week's market recap.

Selling Your Business the Right Way

You may be considering selling your business and cashing out. Odds are this will be one of the most important decisions in your life, and you need to have an exit strategy to help avoid mistakes. Find out things you must consider before selling your business in this week’s episode of Protect Your Assets.

Market Ends Week in the Red

The markets started strong but finished the week down with all major indexes in the red. The ten year treasury stayed flat again as it can be an indicator of trouble ahead. What else should you be paying attention to in the economy? Find out in this week's market recap.

Four Percent Rule in Retirement.

The number one fear for retirees is running out of money. Many people recommend that you take out 4 percent per year from your retirement accounts and that you will be safe. However, can this strategy actually cause you to run out of money? Find out how the 4 percent rule could be the wrong plan for you in this week’s episode of Protect Your Assets

Markets Momentum Continue

The markets had a good week with the Down and S&P 500 both finished up, while the Nasdaq finished slightly down. How will infrastructure spend approved by the Senate affect the market and your retirement? Find out what you need to know in this week's market recap.

How Could Prop 19 Change Your Retirement Plan?

One of the biggest assets you will transfer to your family will be your real estate. How will the newly passed proposition 19 change your plans? Find out all the key information on how to navigate this new proposition in this week's episode of Protect Your Assets.

Markets Up Again

The Market finished the week in the green as all indexes as well as the 10 year were up.  What should you be looking for in the weeks to come? Will the Delta Variant stop things in its tracks? Find out in this week's market recap.

Seven Deadly Sins of Retirement

Baby boomers have grown up through the biggest and most sustained economic boost in human history. However this does not mean that everything is smooth sailing. According to Barron's, boomers are unprepared for retirement because of seven key factors. Find out what they are in this week's episode of Protect Your Assets.

Markets Push and Pull

It was an action packed week for the markets. Corporate earnings were reported, another fed meeting as well as a huge sell off in China. What else should you be paying attention to? Find out in this week's episode of Protect Your Assets.