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Ep 23: Is Your Annual Investment Review Actually Helping You?

Posted on: February 18, 2021
Episode Duration: 31:20
Financial Planning, Investing

Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.

What Issues Should I Consider When Reviewing My Investments?Download

Ep 22: How Years Like 2020 Can Ruin Your Financial Plan

Posted on: February 4, 2021
Episode Duration: 25:54
Financial Planning

2020 was not an easy year to be an investor in the stock market. After nearly a decade of a bull market, things quickly took a sharp downturn in March with news of the pandemic. This decline instilled fear in a lot of people and caused some to even pull their money out of the market at a loss. Today the Dan and Brent look back on the stock market’s performance for 2020 and put some numbers behind a hypothetical portfolio going through a year like 2020.