Mar 26, 2020
Wall Street is so erratic that many of us would prefer to keep our distance if we could. Some days many are wondering if they should make big moves such as going to cash. Before you do anything, take a deep breath… and listen to why Greg feels it’s not time to panic… However, it is the perfect time to realize what...
Mar 16, 2020
Greg & Kristin are joined by their Chief Investment Strategist Andrew Tang to share what’s happening with their client’s portfolios, plus some insight that can help all investors. This conversation is a great reminder to NOT sell in fear, and make sure you don’t lose focus on your long-term strategy!
Mar 12, 2020
This past week Wall Street tumbled in reaction to the coronavirus, and the markets responded by halting trades for 15 minutes... Something that hasn’t occurred since 2008! Greg & Kristin explain the impact this volatility has on everyone, but especially those 60 and over… and how the stock market doesn’t have to...
Mar 9, 2020
When Wall Street is rattled, it’s normal to feel a little anxious… But that doesn’t mean you should react immediately based on your emotion. Greg & Kristin explain how to approach your 401(k) and other investments during volatile times when you’re over the age of 55.
Mar 2, 2020
A recent Bloomberg report revealed the 50 richest towns in America, and 3 Buckeye State cities made the cut! Since Ohioans have worked very hard to accumulate the wealth they have, Greg and Kristin explain why they’re so passionate about helping those over 55 be as efficient as possible when it comes to taxes and...