In the era of the coronavirus, when people are feeling less in control of their lives, Steve and Mark provide some food-for-thought for taking more control of one's investments. 

May 19, 2020

Mail Bag Day

Some great questions are asked that illustrate two financial truisms: "It's never too soon, but it's often too late" and "Losses always win". Hear how Steve & Mark respond to Kevin who is thinking about investing in cruise lines, Diane who wants to retire, and Eric who has delayed a decision about his 401k.

 

Playing defense with your money may not be a bad idea. The market is off its historic highs but there are still profits to be had. Steve talks about the importance of taking the long view. 

Is waiting for the market to recover a good strategy? After musing about the loss of Tom Brady to the Tampa Bay Buccaneers, Steve & Mark discuss the aftermath of the 1929 and 2008 crashes in a not-to-be-missed episode that could be the difference for you having a secure retirement. 

The corona virus has thrown everyone a curve ball. Ups and downs in the market are a given, but record-breaking swings can be downright heart stopping. Mark & Steve discuss why it is never too late to re-orient your thinking to better secure your financial future. 

This mail bag segment goes into depth on the question, "Where should I put my money?" Before that can be answered, Steve and Mark analyze how behavior has an impact on investing.

February 5, 2020

Mail Bag Day

Steve & Mark talk about the risk involved in getting emotionally attached to your money. Plus, It's Mail Bag Day! Hear from Carl from Rochester, Rick from Nashua, and learn about what re-balancing is all about.

At the 11th hour Congress attached The Secure Act to an appropriations bill that went into effect January 1, 2020. Steve and Mark go over some of the significant changes that could have tax implications for you down the road.

Mark in green pants, purple socks, and orange shoelaces? Even bad dressers can give good retirement-planning advice. Listen to Steve, Mark and Jen discuss the importance of focusing on outcomes, not inputs.

Steve and Mark discuss the value of provisional tax planning and why age 59 1/2 through 70 is the ideal time to plan for an optimal retirement.

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