Protect Your Assets

Markets Slow This Week

The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down.  There was a lot of press about the GDP number, how should you interpret the new? The market doesn't necessarily trade off of the GDP even though the media focuses on it. What should you be looking out for going forward? Find out in this week's market recap.

Frequently Asked Questions in Retirement.

There are so many factors in achieving a successful retirement. From pensions to taxes, there are a number of areas that retirees may not quite understand. Well find out the most frequently asked questions that we receive in this week's episode of Protect Your Assets.

Markets React To Potential Higher Taxes

All three indexes finished in the red this week after the Biden administration proposed an increase to capital gain taxes. What else might lead to other changes in our economy? Find out in this week's market segment.

Medicare and Retirement

Medicare is a very complicated aspect of your retirement. There are many different plans and with premiums on the rise, how can you know if you are doing things the right way? Find out 10 things you should know about Medicare in this week's episode of Protect Your Assets.

Markets Maintain Momentum

All Major indexes finished the week in the green yet again. The Dow crossed 34000 for the first time ever and the S&P is approaching 4200. What drove the market higher? Find out the answers in this week's market recap.

How to Avoid Running out of Money in Retirement

Running out of money in retirement is number one worry for most retirees.  How can you make sure your money lasts? Find out how to stress test your portfolio to see if your money is set up to go the distance in this week's episode of Protect Your Assets.

Markets Stay Strong

The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this week's market recap.

Required Minimum Distributions and Retirement

RMDs are a complicated and important aspect of your retirement plan. As rules change, how could that affect the impact RMDs have in your specific situation? Find out eight things you need to know about your RMD in 2021 in this week's episode of Protect Your Assets.

Markets Optimistic about Infrastructure Deal

The markets had a positive reaction to the two trillion infrastructure and spending plan. All indexes finished in the green, with the S&P leading the way as it surpassed 4000 for the first time ever. How will raising corporate tax rates affect the economy? Find out what you need to know in this week's market recap.

Safety in Retirement

How do you implement safety into your retirement plan? Can you balance safety with your ability to earn money in your retirement accounts? Find out five things you need to know in this week's episode of Protect Your Assets.