For the first time since investors are putting a lot of their money in S P index funds or in mutual funds that use the S P as a benchmark Most investors probably don't know that about of the gains we've seen this year are due to the performance of only companies In other words you may have a lot of money tied up in just a few stocks which could mean you're taking on more risk than you know In this video Peter with Richon Planning and Erin Kennedy talk through the reasons behind this new trend and how [... more]

The S P recently climbed more than from a low But is the Bear Market really over In this video Peter with Richon Planning reveals to Erin Kennedy which metrics he's keeping an eye on and whether he thinks the upswing in the markets will continue Peter also explains why he believes we're not out of the woods yet when it comes to whether we will see a recession this year If you have any concerns about market volatility or whether your portfolio can withstand another downturn or recession please feel free to contact Peter at - or make an [... more]

We knew this day would come we hit our debt ceiling back in January Now the fight continues as to whether we should increase the debt limit While Congress goes back and forth Peter with Richon Planning and Erin Kennedy sort through the latest headlines to break down how it will affect you Of course the biggest fear is that federal spending and funding will stop That could affect those who rely on Social Security or Medicare And this showdown will continue to add volatility to the market If you'd like to speak with Peter about steps you can take [... more]

Investing during a recession requires a very different approach In light of recent market volatility inflation and interest rate hikes from the Fed Peter with Richon Planning and Erin Kennedy walk through a few tips for investing during a recession including -Is Cash Really King -Defensive Stocks healthcare utilities and consumer staples like food and beverages are fairly recession proof -Dividend Stocks and Fixed Income Investments like Bonds -Keep Investing a strategy known as Dollar Cost Averaging If you'd like to speak with Peter to determine if your portfolio is recession-proof or if you'd just like to talk through these [... more]

Since the start of the pandemic about of retirees between and have re-entered the workforce If you're thinking of going back to work or unretiring there are a few details you should keep in mind First you will not lose your Social Security benefits but they may change as Peter with Richon Planning explains to Erin Kennedy Also if you unretire you may have to keep taking RMDs and there may be an impact on your medicare benefits If you're thinking about going back to work it's certainly worth having a conversation with a professional to learn how it could [... more]

The latest GDP info shows that the US economy grew in the third quarter a annual rate a rebound but not enough to ease worries of a recession As the Fed continues to raise rates Peter with Richon Planning debates whether we are already in a recession or whether we will avoid a recession entirely He and Erin Kennedy look at key indicators including the GDP to gauge the overall health of the economy and to predict whether the Central Bank will back off its hawkish stance If you have any questions about the market or your investments please reach [... more]

We are firmly in Bear Market territory Stocks and bonds are sharply negative The market has lost nearly one quarter of its value since the beginning of the year But while these headlines can lead to anxiety as Peter with Richon Planning explains to Erin Kennedy it's important to stick to and rely on your financial plan Often during market downturns investors tend to panic and leave the market And when the market recovers those investors miss out on the rally further compounding their losses No one knows when this Bear Market will hit bottom But if you've taken the [... more]

As the recent economic challenges continue the financial markets also continue to go up and down And that volatility has certainly caused investors to feel anxious about their portfolios On today's MoneyWise Live Rob West will talk with Chad Horning of Praxis Mutual Funds about dealing with investor anxiety Then Rob will answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... 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]

has started off with market volatility and losses Market volatility is not unusual In fact investors must expect volatility as part of their investment experience however is off to a bit of a rocky start and investment losses have some reasonably concerned Listen to this week's edition of PlanningMattersRadio and PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities even in challenging markets [... more]

has started off with market volatility and losses Market volatility is not unusual In fact investors must expect volatility as part of their investment experience however is off to a bit of a rocky start and investment losses have some reasonably concerned Listen to this week's edition of PlanningMattersRadio and PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities even in challenging markets [... more]

The market's reaction to current events grabs daily headlines If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate then volatility is just a natural part of the long-term investor experience and could potentially represent an opportunity for those properly positioned On the other hand there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn't Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking 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]

The market's reaction to current events grabs daily headlines If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate then volatility is just a natural part of the long-term investor experience and could potentially represent an opportunity for those properly positioned On the other hand there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn't Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out [... more]

Peter discusses recent market jitters and what drove them The Infrastructure spending bill taxes and the influence of the Chinese markets and EverGrande on our economy [... more]

Weathering the market rsquo s ups and downs at times can seem like a roller coaster ride Volatility is nothing unusual but how can we endure those downward turns without panicking On the next MoneyWise Live host Rob West talks with Robert Netzly of Inspire Investing to get a biblical perspective on market volatility Then Rob will answer your calls and financial questions That's MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

Special guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence [... more]

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

Christian Car Guy [... more]