Insights

Advanced Capital Group | Nov 15, 2023

Financial Crime Snitches Are In Stitches, Exacting Revenge Against Dishonest Former Employers

The Securities and Exchange Commission filed enforcement actions against 501 individuals or entities in the 12 months through September 2023 — an 8% increase

Mathew Coyle | Nov 1, 2023

You Heard it From a CFP #74: Annuity Rescue

You Heard it From a CFP®

In episode 74, Mat discusses the hidden costs of a variable annuity and how to lower them...

Chad Rice | Oct 30, 2023

Asset Liability Immunization Strategy (ALIS) Insights 4th Quarter 2023 Outlook

Asset Liability Immunization Strategy

Executive Summary: Of particular concern is the risk of a confidence crisis, potentially triggered by continued economic pressures and policy challenges

Mathew Coyle | Sep 27, 2023

You Heard it From a CFP #73: Save Taxes in Retirement

You Heard it From a CFP®

Mat discusses how the order in which you spend affects both your taxes owed, and your end result. ..

Mathew Coyle | Sep 11, 2023

You Heard it From a CFP #72: How to Pay for College

You Heard it From a CFP®

Mat gives a general overview of paying and saving for college in episode 72 of “You Heard It.” ..

Mathew Coyle | Aug 2, 2023

You Heard it From a CFP #71: Moving the Needle

You Heard it From a CFP®

Which takes priority? Saving more money or earning a higher rate of return? ..

Mathew Coyle | Jul 11, 2023

You Heard it From a CFP #70: Money Myths

You Heard it From a CFP®

In episode 70 Mat discusses money myths that just won’t die...

Mathew Coyle | Jun 28, 2023

You Heard it From a CFP #69: Know Your Numbers

You Heard it From a CFP®

Do you know your numbers? In episode 69, Mat discusses what you need in retirement savings to generate various levels of income. ..

Mathew Coyle | Jun 8, 2023

You Heard it From a CFP #68: Divine Dividends

You Heard it From a CFP®

In Episode 68, Mat discusses the mathematical importance of dividends in your portfolio. Always reinvest your dividends when you can!..

Dan Schroeder | May 9, 2023

You Heard it From a CFP #66: Recession Watch

You Heard it From a CFP®

Are we entering a recession? How do stocks perform in a recession? Mat examines...

Mathew Coyle | Apr 3, 2023

You Heard it From a CFP #65: Was That the Top?

You Heard it From a CFP®

Have we seen a top in market interest rates? Mat examines what it may mean for your portfolio...

Chad Rice | Feb 1, 2023

Asset Liability Immunization Strategy (ALIS) Insights 1st Quarter 2023 Outlook

Asset Liability Immunization Strategy

Executive Summary: - Pension discount rates moved higher in 2022, improving funding ratios for a second consecutive year, making a hedging strategy such as ALIS

“Most kitchens have the same spices in the spice rack. That does not mean everyone is a good cook.” – anonymous

“Most kitchens have the same spices in the spice rack. That does not mean everyone is a good cook.”
– anonymous