The Great Recession’s History

The Great Recession’s History

The Great Recession’s History Is the recent rally in the stock market an indication that the pain in the markets and economy is over? Is this the beginning of the next bull market? This week we take a trip down memory lane and talk about The Great Recession’s...
SPECIAL GUEST: Steven Jarvis, CPA

SPECIAL GUEST: Steven Jarvis, CPA

SPECIAL GUEST: Steven Jarvis, CPA The advisor and CPA relationship is crucial to a comprehensive financial plan. Why is that? What factors can a CPA bring to the table that a financial advisor cannot? What does a financial advisor bring to the table that a CPA does...
Switching Jobs and Your 401(k)

Switching Jobs and Your 401(k)

Historically, it wasn’t uncommon for employees to work at the same job or company for most of their lives. But a cultural shift took place after The Great Recession,and workers became more likely to switch jobs and companies multiple times throughout their career....
5 Things More Important Than Rate of Return

5 Things More Important Than Rate of Return

5 Things More Important Than Rate of Return When it comes to building your retirement plan, what do you think are the most important factors to consider? Many would say, “it’s all about the rate of return.” Listen now to discover 5 Things that are More Important than...