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March 7, 2023 By Van Richards, ChFC Leave a Comment

TARA, TAPAS & TIARA: Alternatives for Investing Wisely

TARA, TAPAS TIARA: Alternatives for Investing Wisely

TARA, TAPAS & TIARA might not be familiar investment terms, but with a looming recession, you'll want to know these terms. Moreover, they're newly coined terms that refer to a trend several prominent investment experts endorse. In short, I will tell you what these acronyms … [Read more...] about TARA, TAPAS & TIARA: Alternatives for Investing Wisely

Filed Under: Investment Planning, Retirement Planning, Stock Market Tagged With: 401k, financial education, financial planning, investing, retirement, retirement planning, stock market

February 14, 2023 By Van Richards, ChFC Leave a Comment

Recognizable Stocks vs. Unknown Stocks: Investing Smartly

Recognizable Stocks vs. Unknown Stocks: Investing Smartly

We all want to know how to invest smartly. But how? One way to look at investing is to compare the known versus the unknown. Here's what I mean. Years ago, my wife and I went to a home and garden show. A vendor that was selling carpet cleaning products caught our … [Read more...] about Recognizable Stocks vs. Unknown Stocks: Investing Smartly

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, investing, retirement, retirement planning, stock market

February 7, 2023 By Van Richards, ChFC Leave a Comment

Reviving Retro Fashion & the 60/40 Portfolio

Reviving retro fashion & the 60/40 portfolio

A Blast from the Past! Reviving retro fashion trends is popular but could reviving the past trend of the 60/40 portfolio be on the comeback too? I used to have bell-bottom pants. How about you? I remember being fourteen and getting bell-bottom pants and platform shoes for … [Read more...] about Reviving Retro Fashion & the 60/40 Portfolio

Filed Under: Financial Planning, Investment Planning, Retirement Planning, Stock Market Tagged With: 401k, financial education, financial planning, investing, retirement, retirement planning, stock market

January 10, 2023 By Van Richards, ChFC Leave a Comment

Does Asset Allocation Still Work in 2023?

If you are like a lot of other people, you are probably asking yourself, does asset allocation still work? You probably began your investment journey when your employer offered you a retirement plan. More than likely, your employer-provided some basic information about how to … [Read more...] about Does Asset Allocation Still Work in 2023?

Filed Under: Financial Planning, Investment Planning, Retirement Planning, Stock Market Tagged With: financial education, financial planning, investing, retirement, retirement planning, stock market

January 3, 2023 By Van Richards, ChFC Leave a Comment

What’s After Disappointment?

What's After Disappointment? The Answer is Recovery!

It’s recovery! After 2022, I ask myself, what’s after disappointment? You might expect to see some graphs with squiggly lines to explain how to recover from investment losses. Instead, let's try something different and more common. See the picture with the perky green … [Read more...] about What’s After Disappointment?

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, investing, retirement, retirement planning, stock market

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