Protect Your Assets

Market Cycles and Your Portfolio

There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week's episode of Protect Your Assets.

Technology in Your Portfolio

They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week's "They Say" segment.

Markets Finish the Week Down

All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need to know in this week's market recap.

Creating more Wealth in Retirement

In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many ways to take a step in the right direction. Find out what you can do in this week's episode of Protect Your Assets.

Do you have to take your RMD at 72?

They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week's "They Say" segment.

Markets at Record Highs

Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars of the rally are still intact in this week's Market recap.

Financial Fitness

In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week's episode of Protect Your Assets.

Should you set a Certain Number to Save for Retirement?

They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week's "they say" segment.

Markets Finish the Year in the Green

Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week's market recap.

Markets Move Higher

Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future? Find out in this week's market recap.