CategoriesAsset Allocation, Coaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, Retirement Income, Risk, The Stock Market, Volatility by

Order of Return Risk

by Richard E. Reyes, CFP

THE DAY YOU RETIRE AND START TAKING MONEY OUT OF A PORTFOLIO, ALL THE RULES CHANGE AND AVERAGE RETURNS DON’T MATTER. This statement goes against what most retirees think. The day you retire there is only one thing that matters and that is the order of returns. Read More

CategoriesAnnuities, Asset Allocation, Capitalism, Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, Retirement Income, Risk, The Stock Market, Volatility by

Having A Trans (Identity) Problem?

by Richard E. Reyes, CFP

We live in a time of confusion. Recent news headlines have created a national conversation on terms like transracial and transgender. I meet with confused people all the time, but the worst are those that have a financial identity crisis. Read More

CategoriesAsset Allocation, Coaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, Risk, The Stock Market by

One Size DOESN’T Fit All

by Richard E. Reyes, CFP

Every day we are bombarded with one-size fits all investing advice. Why is it that people read this stuff and believe that the advice applies to them? Do you think the person giving you this information knows anything about your financial goals and the time frame over which you need to accomplish them? Read More