Sep 30, 2019
Anytime is the perfect time to review your finances, but fall is great opportunity to take pause and fine-tune your retirement before the busy holiday season distractions arrive. Today Greg and Kristin give you 5 steps to follow to complete your own retirement checkup.
Sep 23, 2019
Winning requires having the right team, game plan and coaching on your side. Greg is joined by one of the key members of his team, his Chief Investment Strategist, to discuss how they’re approaching investing in this current market climate.
Sep 16, 2019
September of 2008 was an especially tumultuous time for investors. Thankfully 11 years later, our portfolios are doing pretty well! But could something like that ever happen again? Greg & Kristin aren’t doomsayers’, but the answer is YES! The bigger question is… how will your portfolio handle the next crash?...
Sep 9, 2019
Any football fan (especially Buckeye fans) knows that “offense wins games, but defense wins… championships!” Greg and Kristin explain how creating a winning game plan in football is similar to creating a winning retirement income plan: You have to know when to protect your lead, how to adapt to new challenges,...