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May 31, 2018

Italy's market woes have crossed the waters into the US market. With a drop in the market, is it time to panic and sell off everything? PLUS during our second headline we're looking at a new report about the GDP... which didn't quite hit the mark the analysts were hoping for. Should we take the GDP into account...


May 30, 2018

This month's stock market is poised to be the best in nine years, even though at the top of the month we shared the common phrase, "Sell in May and go away." Is that "advice" wrong? We'll address that, summer stock market trends, and more. Plus, a recent piece discusses how Morningstar isn't just helping you and...


May 29, 2018

We'll dive into the investment end of the pool on today's podcast, starting with a report detailing which independent broker dealers sell the most annuities. We'll then flip over from the insurance side of investing to the active vs. passive debate. Is "smart beta" going to replace active management? We'll discuss...


May 28, 2018

An opinion piece at Marketwatch says that early retirement rocks....but does it? We'll dive in. Plus, the government might forgive your student loans! Do you qualify? We'll tackle this plus answer the larger question, "What about those student loans (or loans in general)"?

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May 25, 2018

Having a financial plan is considered one of the key steps on getting on track for financial success, yet new research from Charles Schwab found that only 1 in 4 Americans have a written financial plan. The top reason why more Americans don't have a plan? They don't think they have enough money for a plan! And in our...