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Category: The Stock Market

CategoriesFinancial Planning, Financial QB TV Videos, Retirement Income, The Stock MarketApril 19, 2018November 16, 2021 by Richard E. Reyes, CFP®

Carving Out & Sleeping Well in Retirement

Rule #1 of retirement income is never run out of money. Rule #2 is don’t forget Rule #1. Care out and sleep well. Read More

CategoriesFinancial QB TV Videos, Income Tax Planning, The Stock MarketMarch 14, 2018November 16, 2021 by Richard E. Reyes, CFP®

Capital Gains Distributions

Dealing with mutual fund yearly capital gains distributions. That pesky tax. Read More

CategoriesFinancial QB TV Videos, Investor Education, The Stock MarketJanuary 17, 2018November 16, 2021 by Richard E. Reyes, CFP®

5 Things to Do When the Market Goes Down

The stock market has been on an uptrend. Here are 5 things you need to do when it goes down. Read More

CategoriesFinancial QB TV Videos, Retirement Income, The Stock MarketOctober 4, 2017November 16, 2021 by Richard E. Reyes, CFP®

Average Returns Don’t Matter

Once you get away from the world of accumulation into the world of distribution, average returns don’t matter. Read More

CategoriesFinancial QB TV Videos, Retirement Income, The Stock MarketJuly 14, 2017November 16, 2021 by Richard E. Reyes, CFP®

No One Product

Thinking about retirement? Income the essential during retirement, Retirement is also a long journey. You cannot retire with one product or one strategy. Read More

CategoriesAsset Allocation, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketMay 5, 2017November 16, 2021 by Richard E. Reyes, CFP®

Baby Boomers Will Destroy the Market?

As baby boomers rush into retirement will they destroy the market? Read More

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Investor Behavior, The Stock MarketMarch 16, 2017November 16, 2021 by Richard E. Reyes, CFP®

5 Investing Tips for March Madness

March Madness is here again and I want to take these 5 steps to investing and help you win your Bracketology. Read More

CategoriesCoaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketFebruary 17, 2017November 16, 2021 by Richard E. Reyes, CFP®

Straight Talk About Fiduciary Rule

You can’t legislate bad behavior but you can definitely use these steps to better protect yourself. Always work with a fiduciary. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior, The Stock MarketNovember 9, 2016November 16, 2021 by Richard E. Reyes, CFP®

Donald Trump is President. What’s Next?

Donald Trump has been elected as our new President. So what’s next for the market’s? Read More

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Retirement, The Stock MarketOctober 14, 2016November 16, 2021 by Richard E. Reyes, CFP®

Elections and Your Portfolio

Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More

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