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March 28, 2022 By richardsfinanc Leave a Comment

Does Asset Allocation Still Work in 2022?

If you are like a lot of other people, 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 divide up your retirement plan contributions. That is asset … [Read more...] about Does Asset Allocation Still Work in 2022?

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

March 13, 2022 By richardsfinanc Leave a Comment

Do You Unknowingly Own Russian Stocks? WHAT NOW?

Are you one of those investors who unknowingly own Russian stocks? Let me help you find out. Many Russian stocks have gone from high prices to penny stocks in a matter of days. In contrast, some stocks stand to benefit from the Ukraine Russia War. But how do you know and what … [Read more...] about Do You Unknowingly Own Russian Stocks? WHAT NOW?

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

October 28, 2020 By Van Richards, ChFC® Leave a Comment

Five Common Financial Planning Complaints

The doctor needed advice

The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning

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