We are still firmly in Bear Market territory Stocks and bonds are sharply negative In fact the market recently lost nearly one quarter of its value since the beginning of the year But those negatives actually offer some unique opportunities according to Peter at RichonPlanning He breaks down several strategies with Erin Kennedy including Tax Loss Harvesting Rebalancing Avoiding Phantom Income Roth Conversions RMDs If you have any questions about how to employ some of these tax strategies please reach out to Peter for a complimentary consultation by calling - or by visiting www RichonPlanning com [... more]

You should never invest in something you don't understand which is why Peter with richonplanning and erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or ETFs and mutual funds ETFs have become very popular recently and experts predict global ETF assets will total more than trillion by the end of But before investing in this growing trend Peter recommends you weigh the pros and cons of each by walking through these questions -How are they managed -How are they traded -What are the costs -What about Tax Efficiency If you'd like Peter's help determining which investment [... more]

Economic Headwinds Is Now is a Good Time to Rebalance Equity markets and bonds continue their volatility So is now a good time to rebalance Peter with RichonPlanning tells us why rebalancing our portfolio is important when it comes to managing risk Peter and ErinKennedy also take a closer look at the biggest winners and losers in this year's AssetClasses YTD and he breaks down important tax implications you need to keep in mind before buying or selling any asset If you have any questions about whether you should be taking a closer look at your investments please reach out [... more]

We have seen some recent instability in the markets It has invoked a lot of emotion from some investors Just because we see market volatility or believe it may be coming does not mean we should stop our financial progress or put off goals out of fear Fear is not a stop sign Caution is always prudent but fear should never determine the steps in your financial progress Listen this week as Peter Richon and Daniel Diggs talk about the facts and the fiction of the market Website - https richonplanning com podcast [... more]

A big part of a Christian's walk is to fulfill God's calling on their life using the spiritual gifts that He has given each believer And one of those could be the gift of stewardship On today's MoneyWise Live Rob West will welcome Leo Sabo of the Christian Stewardship Network to share how you can know if you're called to the ministry of stewardship Then Rob will answer your calls and various financial questions See omnystudio com listener for privacy information [... more]

END OF YEAR PLANNING RMDs are usually a big end of year to-do This year they are not required but perhaps a conversation about tax planning should be happening instead Listen as Peter Richon discusses this topic and more on this week's episode [... more]

If you're invested in the stock market you might be questioning if stocks are overvalued right now You may also be wondering if that long expected market correction is now on the not too distant horizon On today's MoneyWise Live Rob West will talk with investing expert Mark Biller about the status of the market and how you can panic proof your investing Then Rob will take your calls and answer your financial questions from a biblical perspective See omnystudio com listener for privacy information [... more]

Most investors know that bonds make up part of a well-diversified portfolio But far fewer truly understand the important role bonds play in their financial future and the way they can impact the world On the next MoneyWise Live host Rob West welcomes Benjamin Bailey of Praxis Mutual Funds to talk about bonds and having an intentional approach to our investments Then Rob will take your calls and questions on the financial topics you rsquo d like to discuss That rsquo s MoneyWise Live where biblical wisdom meets today rsquo s finances weekdays at pm Eastern pm Central on Moody [... more]

We always need to be on the lookout for potential identity theft scams so we can avoid them But this becomes increasingly important during tax season when dangerous tax related scams are on the rise On the next MoneyWise Live hosts Rob West and Steve Moore share some things you need to know about these scams Then it rsquo s your calls and questions on the financial matters you rsquo d like to discuss Tax scams to avoid on the next MoneyWise Live at pm Eastern pm Central on Moody Radio nbsp [... more]

Michele Schneider of Market Gauge joins Peter Richon to discuss what sectors of the market are looking like opportunities moving into the holiday season and into [... more]

John is joined by Richard Pucciarelli founder of Carolina Retirement Resources to discuss the merits of precious metals as part of your portfolio [... more]

A staggering percentage of this year's growth in the S P can be attributed to just a handful of companies--Facebook Google Apple Amazon and Microsoft Is this a sign of another impending dot com crash Brian Evans founder of Madrona Financial Services joins John to discuss [... more]

Jim Dischert founder of Financial Group in Chicago joins John to talk about the many different facets of retirement planning [... more]

Dan Cuprill founder of Matson and Cuprill in Cincinnati joins John to talk about the follies of investing based on what's going on in the news [... more]

Skip Kelley--now a financial advisor in Manchester NH--talks with John about his past life as a futures trader [... more]

Diversification is a popular buzzword but what does it actually mean John joins Payne Capital Management Chief Investment Officer Bob Payne to discuss Click the link for more in-depth reading in a recent blog post https mrstillmansopus com investing-strategy what-diversification-actually-means [... more]

John Stillman is joined by Mark Silverman who explains his disdain for mutual funds [... more]