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

It’s Not About Your Feelings

by Richard E. Reyes, CFP

Being impulsive is obviously a no win game. But being apathetic will leave you unprepared. It just takes one dip in the economy or one news story to test investors and I hope you don’t make an extreme decision based on a “feeling”! Read More

CategoriesCoaching, Financial QB TV Videos, Investor Behavior, Retirement, Retirement Income by

Check Your Cover; Medicare Mistakes

by Richard E. Reyes, CFP

Its that time of year. Medicare annual enrollment. Here is why its important to check your coverage. 90% to 95% of beneficiaries OVERPAY because they don’t have the right information.

10 to 15 minutes will get you moving in the right direction. Call Don Kirkendall at our office or e-mail him at [email protected]. Read More

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

Panic, Fear & Asteroids

by Richard E. Reyes, CFP

Here we go again. What’s going on and what you have to do now. If you have no idea what you are doing, and worse yet, your financial advisor has no idea what you are doing, CALL ME! If you have no plan, no process, or no idea – CALL ME.

TEST DRIVE OUR SERVICES Read More

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