Does it matter to markets who wins the 2020 presidential election? Check out what history tells us.
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Don't Let the Stress of Elections Lead to Emotional Investing!
If you’re worried about how your portfolio will handle the bear market and coronavirus volatility, this simple guide: “Investments Facing Volatile Markets” can help. It includes a simple step-by-step flowchart to help you assess exactly where you are to determine what steps (if any) you should take. Have questions that need answers right now? Call (419)207-1111 to get your questions answered in a complimentary, no-obligation 1-on-1 phone appointment.
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Don't Be Afraid of Recession Volatility (FREE TOOL)
It's a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you about it, especially when monetary gain is a motivating factor. However, there also...
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Relationships are Fundamental
2020’s presidential election is going to be dramatic. What will that do to markets? Here’s what we know about markets and election years.
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Worried About the Election and Your Portfolio? You're Not Alone.
Friends, if I had to describe 2020 in two words, I’d say: stressful and uncertain. And I think the stress and uncertainty are going to persist for months to come. Teaching folks how to build a strong mindset and develop better behaviors is a passion of mine, so I borrowed a few lessons from the Navy SEALs and made this quick video. Click here to watch!
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Navy SEALs know this about uncertainty
The bull market is over and the next new bear market is crushing portfolios. Will you do the right thing to adapt and thrive? This simple flowchart will help you determine what steps might be needed to help preserve investment health through today’s coronavirus volatile markets. Just click to download it for free. Have questions that need answers right now? Call (419)207-1111 to get your questions answered in a complimentary, no-obligation 1-on-1 phone appointment.
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Markets are Volatile--Are You Ready?
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Do you know how much risk you're comfortable with?
Not sure you’ve got the best Medicare plan for today’s uncertain world? Open Enrollment (Oct. 15-Dec. 7) is your change to make changes that could help save you money or update your benefits. Read this FREE guide. Steps are time sensitive, so it’s critical to take action now. Overwhelmed with details and need personal advice now? Call (419)207-1111 to get your questions answered in a complimentary, no-obligation 1-on-1 phone appointment.
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Hurry! You Only Have Until Dec 7th.
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
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What's your Risk Number®?
North Central Ohio Medicare recipients (and anyone signing up soon) Open Enrollment (Oct. 15-Dec. 7) is your opportunity to make changes to your plans that could save you money. Download this FREE guide that breaks down the decisions you’ll need to make. Need advice now? I save a few appointments each week — grab one by calling (419)207-1111.
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Medicare? Time-Sensitive Decisions by Dec. 7
LAZY MONEY
https://truchoicefinancial.com/Videos/LazyMoneyWhiteboard
If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, we can do a better job. It would seem that most investment firms share...
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Why My Clients Choose to Work With Me
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What's Your Personal Risk Number®?
Medicare recipient or signing up for the first time? Today’s uncertainty means extra decisions. Read this SIMPLE 3-Step Guide to turn overwhelm into clarity. (It’s FREE!)
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ACT FAST! Re-evaluate Your Coverage By Dec 7th.
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How Major Innovations Have Improved & Extended Life
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This ONE number can determine your investment strategy...
Medicare’s Open Enrollment deadline (Dec. 7) is approaching faster than you think. Take 5 minutes to read this FREE guide and to make sure your plan fits your needs in these uncertain times.
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Deadline Fast Approaching - Decide By Dec. 7th.
Friends in North Central Ohio, a lot of folks are suffering in the 2020 recession, including those who got ugly surprises when they checked their portfolio balances. While markets came back quickly, it’s not going to be smooth sailing ahead. Your portfolio’s Check Engine Light could be flashing and the time to get it checked out is before it leaves you stranded on the side of the road. I’m offering a FREE, no-obligation Financial Diagnostic to help folks assess their investments and determine what (if anything) they need to do to adapt. It’s at no-cost or obligation. Don’t wait to get the problems diagnosed. We’re experiencing a once-in-a-generation situation and I want you to be prepared.
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Get a FREE, no-obligation Financial Diagnostic!
Retirees (and those retiring soon) are facing extraordinary challenges in these uncertain times. But the crisis and economic downturn don’t have to rob you of your retirement dreams. This FREE guide to retirement contains the essential steps to creating a retirement plan for uncertainty.
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Retiring in Uncertain Times? Read This
Clients and friends, 2020 hit North Central Ohio like a ton of bricks and a return to some kind of “normal” seems far away. How do we find inner peace and happiness amid so much uncertainty? Research says the key is creating gratitude in the moment. Here’s how!
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How Gratitude Can Change Your Life
Is your portfolio’s Check Engine Light flashing? “Warning” signs that you need to get it checked out could be: worry about performance, bad or no advice about what to do next, and fear that you’re taking too much risk. I’m offering a FREE, no-obligation Financial Diagnostic to help them assess their current investments and determine what they need to fix or update.
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Is Your Check Engine Light On?
Friends - (especially those who want to improve their skills as investors) - when you’re looking at all the negative headlines and feeling powerless to fix anything, it’s easy to fall into bad behaviors. In times like these, it’s more important than ever to dig deep, uncover our hidden biases, and come out mentally strong. Here’s a quick video teaching you how to identify and overcome some of our worst biases as investors (including one that trips up Warren Buffett).
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3 Cognitive Biases That Cheat Investors
Concerned about how to retire when the world is so uncertain? Read this FREE guide. Some steps are time sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Call (419)207-1111 to get your questions answered in a complimentary, no-obligation 1-on-1 phone appointment.
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Retiring? Safeguarding "Dos" & "Don'ts"
Watching parents or elders lose their self-sufficiency can be crushing. If you’re thinking about what you want for yourself, there are a few major issues to consider. Find out what they are with this quick read. Want guidance? Call (419)207-1111 to get questions answered in a complimentary, no-obligation 1-on-1 phone appointment.
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Parents' Self-Sufficiency Slipping Away?
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Key Money Moves Before 45? Here's 3...
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Bitcoin: bright future or financial blunder?
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Bitcoin: bright future or financial blunder?
Recession and uncertainty could affect recent retirees and soon-to-be retirees in North Central Ohio. Add to that recent legislation passed in 2019 and 2020, and it’s harder than ever to be confident in your plans for a work-free life. However, the uncertainty has a silver lining: downturns can create incredible opportunities to create tax-free income through advanced strategies like a Roth Conversion. Take control of your retirement and create confidence in your plan for a work-free life by downloading this free checklist. Worried about what’s going on and want advice now? I save a few appointments each week — grab one by calling (419)207-1111.
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Get Your Free Retirement Checklist Here
Responsible for a business retirement plan? High fees and accidental rule violations are just a couple of the “ugly truths” hiding inside that plan. Find out what they are (and how to shine a light on them) with this quick read. Have questions already? Call (419)207-1111 to get questions answered in a complimentary, no-obligation 1-on-1 phone appointment.
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Manage Your Company's 401(k)? Costly Threats Revealed
