I hope you’ve had a great week in spite of the chaos surrounding us. Between the market’s tumult and multiple tragic shootings, I can honestly say that I’ve had a …
Scary Market Headlines: Fact Or Fiction?
If you read this newsletter with any regularity, you know that I attempt to make the complexities of investments and retirement planning…less complex. I do this because a fairly high …
Vegas: Lights And Sounds
If you read last week’s newsletter, you know that I was in Las Vegas, delivering a talk to financial advisors. While the talk went well, and I made a lot …
What Happens In Vegas…
As you’re reading this, I’m in Las Vegas giving a talk to a conference for financial advisors and insurance agents. While I don’t love traveling without my family, and wouldn’t …
Special Planning for your Retirement Accounts
by Richard M. Chamberlain, Chamberlain Law Group Naming the right beneficiaries for your retirement accounts is critically important. With the right planning, you can maximize the benefit to your beneficiaries …
Back to the Basics: To what do we attribute an investment portfolio’s performance?
The stock market in 2015 has been less-than-stellar, delivering slightly above 0% return before investing fees and taxes are considered. Coming on the heels of five years of amazing returns …
What Does Retirement Mean To You?
Some of our favorite Stewards, Tom and Karen, made the decision to create their own blueprint for what retirement looks like. With children living both here in Ohio and in …
Pension Income or Pension Lump Sum?
An expert that I greatly respect in the financial planning industry recently published an article describing how to evaluate whether to choose a pension income option or a pension lump …
Math Or Emotion? It’s Debatable.
A great debate is underway, whether you’re aware of it or not. The subject is artificial intelligence, or AI for short. AI is the intelligence exhibited by machines or software …
I Hate Annuities And You Should Too…
…is a wonderful headline if your goal is to attract the attention of people who either own annuities or are considering using annuities in their retirement income plan. If you …
