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]

was a tough year for investors and a lot of us may not realize there are strategies that a lot of the pros utilize which are great complements to traditional stocks and bonds As Peter with Richon Planning explains to Erin Kennedy Structured Notes offer a unique source of risk and return Peter and Erin break down the three types of Structured Notes including -Principal Protected - Income -Growth We know the Fed will continue to raise rates in which will affect the value of bonds Now is a great time to consider complementing your portfolio with notes that can [... more]

Your Best Investment Options to Fight Inflation The Myth of Retiring in a Lower Tax Bracket The Consumer Price Index or CPI dipped to in April marking the first slowdown in eight months Some experts say we're past the peak of inflation but Peter Richon with RichonPlanning disagrees and tells Erin Kennedy there are strategies you can put in place today to guard against inflation including Hedged Equities and Structured Notes Also if you do not have a taxplan you do not have a retirement plan In the second half of the show Peter breaks down this common misconception you [... more]