Concerns about a cooling U S economy led to a recent market downturn And that volatility may continue As Peter with Richon Planning explains to Erin Kennedy a correction was somewhat expected Historically we often see corrections around this time of year particularly in August and September But when our team at Richon Planning constructs portfolios we always consider the potential impact of volatility aligning asset allocation with each investor's unique risk profile This helps manage risk while boosting long-term returns It's important for investors to remember that these moments can present long-term opportunities We're always on the lookout for [... more]

If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]

If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]

Mark Biller is executive editor at Sound Mind Investing an underwriter of this program WHAT DOES IT MEAN TO ALLOCATE YOUR PORTFOLIO OR REBALANCE IT Mark Biller explains that asset allocation refers to the distribution of investments across various asset types like stocks and bonds Portfolio rebalancing is the process of adjusting the portfolio back to its target allocation This is necessary because different investments perform differently over time causing the portfolio to drift from its intended allocation Rebalancing involves selling assets that have grown beyond their target percentage and buying those that are underrepresented to maintain the desired risk [... more]

Mark Biller is executive editor at Sound Mind Investing Mark recently published an article in the latest SMI newsletter titled Measuring the Market's Valuation Market valuation refers to the process of assessing the worth or value of the overall stock market or individual stocks within it It involves determining whether the current prices of stocks accurately reflect their underlying fundamentals such as earnings assets and growth potential Market valuation is essential because it helps investors make informed decisions about buying or selling stocks Here's why market valuation is important Price Assessment It helps investors assess whether the prices of stocks [... more]

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]

Hans and Robby are back again this week with a brand new episode This week's show is all about MYGA or multi-year guaranteed annuity Is this the right course of action for you and your loved ones This show has the information you seek to make that determination Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... 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]

The longer you do something the more it becomes ingrained as a habit And that rsquo s not necessarily a bad thing Establishing good habits early in life will be a blessing for years to come On the next MoneyWise Live host Rob West has habits for managing money that you'd be wise to establish especially if you rsquo re a teenager Then he rsquo ll answer your calls and financial questions That rsquo s MoneyWise Live where biblical wisdom meets today rsquo s finances mdash weekdays at pm Eastern pm Central on Moody Radio [... more]

HACKING We have seen supply chain disruptions and large portions of entire sectors of the economy shut down due to hacking and cyber attacks How does something like this impact the individual investor Tune in as Peter Richon discusses this topic and more on this week's episode [... more]

With the Fed increasing the money supply and massive government stimulus spending the economy is showing signs of inflation Investors are rightly concerned about it but is their fear really warranted On the next MoneyWise Live host Rob West welcomes investing expert Mark Biller to talk about inflation fears Then Rob will take your calls and questions on the financial matters you rsquo d like to discuss That rsquo s MoneyWise Live mdash where biblical wisdom meets today rsquo s financial decisions weekdays at pm Eastern pm Central on Moody Radio [... more]

The longer you do something the more it becomes ingrained as a habit nbsp And that rsquo s not necessarily a bad thing Establishing good habits early in life will be a blessing for years to come On the next MoneyWise Live host Rob West has habits for managing money that you'd be wise to establish especially if you rsquo re a teenager Then he rsquo ll answer your calls and financial questions That rsquo s on the next MoneyWise Live where biblical wisdom meets today rsquo s finances mdash weekdays at pm Eastern pm Central on Moody Radio [... more]

Knowing when you are ready to retire is accomplished through a specific financial planning process How much do I need When can I retire These are questions that are answered through that planning process Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step [... more]

For the love and protection of our family we would likely give up money and income but sometimes we can make pretty foolish financial mistakes or oversights that put those same loved ones in jeopardy On this episode MRFC Peter Richon discusses the financial protection of our spouse and family [... more]

For the love and protection of our family we would likely give up money and income but sometimes we can make pretty foolish financial mistakes or oversights that put those same loved ones in jeopardy On this episode MRFC Peter Richon discusses the financial protection of our spouse and family [... more]

Knowing when you are ready to retire is accomplished through a specific financial planning process How much do I need When can I retire These are questions that are answered through that planning process Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step [... more]

Millions tune into his daily broadcast And he speaks from the heart his message laced with God rsquo s financial principles that his audience might otherwise never hear On the next MoneyWise Live hosts Rob West and Steve Moore sit down with financial expert and radio personality Dave Ramsey He rsquo ll talk about how his life changed dramatically after applying God rsquo s financial wisdom That rsquo s on the next MoneyWise nbsp Live at pm Eastern pm Central on Moody Radio [... more]

In our talk today Tom Henga author of Don't Worry Retire Happy and Paycheck Playchecks broke down the science behind the optimal way to retire and the many reasons most Americans don't have a comfortable confident retirement [... more]