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Posts by category

  • Category: Webinars
    • How Much Can I Withdraw from my Accounts in Retirement?
    • 2022 Year-End Tax Planning Opportunities
    • Secure Act 2.0: Retirement Planning Changes & Opportunities
    • Cyber Secure Your Wealth
    • How to Tame Your Investing Fears
    • Should You Buy Gold?
    • Should Your Portfolio Change with Inflation Looming
    • “Navigating the Medicare Maze” with Matt Scherer
    • The Value of Rebalancing
    • A Study of Declining Markets
    • Discussing “The Geometry of Wealth”
    • What We Should Be Teaching Our Children about Personal Finance
    • Should You Buy Individual Stocks or Funds?
    • What History Tells Us About Presidential Elections and Markets
    • 2021 Year-End Tax Planning Opportunities
    • Spending with Confidence in Retirement: How to Not Run Out of Money
    • How to Manage the Risk of Today’s Top 2 Cyber Threats
    • What is “Estate Planning” and Why Do I Need It?
    • 2020 Year End Tax Planning Opportunities
    • Taxes in Retirement
  • Category: Weekly Market Update
    • Are bonds setting up for a bull market?
    • When will the Fed stop hiking interest rates?
    • Will the Fed hike rates again this week?
    • Why is the yield curve steepening as of late?
    • Is the jobs opening data (JOLTS) telling us something?
    • Why doesn’t CNBC tell you about some of the best investments?
    • Have you started year-end tax planning?
    • Implications of Last Week’s Inflation and Jobs Numbers
    • How did markets respond to the US Debt Downgrade?
    • Another example of why it’s so difficult to time markets
    • Johann is joined by daughter Keegan to discuss corporate earnings
    • What is the domino effect of lower than expected inflation?
    • Do you fall prey to recency bias?
    • Should you still hold international stocks?
    • What type of accounts do rate hikes most impact?
    • What can we expect with the Fed pausing rates?
    • How will the Fed take May’s jobs report?
    • Has a debt ceiling resolution been reached?

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