Protect Your Assets

The Market Gains Momentum

All the major indexes finished up slightly for the week. How will the President's covid-19 diagnosis possibly affect things? What data is important to take in consideration related to the economy? Find out in this week's market recap.

5 Times to Review Your Retirement Plan

How often do you review your retirement plan? Oftentimes people do not adjust their retirement when things change accordingly. In this episode of Protect Your Assets, we go over 5 times when you should take a look at your retirement plan to make potential changes.

How Often Should you Review your Retirement Plan?

They say that you only need to make adjustments to your retirement plan when major changes happen. Is this true? Find out the truth in this week's "They Say" segment.

Will the Markets Continue to Slide?

The indexes are continuing to slump as two of the three finished negative for the week. How would a second wave in the coronavirus affect the economy? Find out crucial information about the market in this week's recap.

Procrastination

Every person experiences that procrastination feeling from time to time. Have you thought about how it can effect your retirement? Do you wonder if it is time to sell stocks? Do you find yourself hesitating to make decisions because of the tax ramifications? Find out the 5 key mistakes most people make by not pulling the trigger in this week's episode of Protect Your Assets.

Don't let the Tax Tail Wave the Investment Dog

There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week's "They Say" segment.

Will the Market Keep Going Down?

All indexes finished the week slightly negative. Are we headed for a double dip recession? How is the housing market going to react to the economy? Find out the key factors to look for in this week's market recap.

How will the Election Impact the Market?

Do you know how the election will effect the economy? There are many past indicators that can help you decide what moves to make in your portfolio. Does it matter if a democrat or republican are elected into office? How have bonds reacted to past elections? Find out all the answers and more in this episode of Protect Your Assets.

What to Do with Bonds?

When you get ready for retirement should you buy municipal bonds? Are they always the right decision because they are typically regarded as safe? There are key indicators to help you reach the right decision. Find out the truth about bonds in this week's "They Say" segment.

Markets Continue Downward Trend

All major indexes finished the week negative yet again. What were the underlying factors that contributed to this result? Also what should you be looking for next week? Find out the need to know in this weeks market segment.