Is Dollar Cost Averaging Right for You?
Learning how to invest skillfully and committing to studying the markets can be challenging. But you don’t have to be a shrewd, eagle-eyed trader to benefit from investing. Whether you are in the early stages of your wealth-building journey or a seasoned investor who prefers a simple and practical approach, you may want to consider […]
Investment Options for Positive Returns
With the stock market continuing to be unfavorable, people are looking for other places to put their money. In this video, Rob Auclair discusses five investment types that may give more positive returns. He also answers a viewer’s question, “How do you sell a house in a trust?” Topics Discussed: I Bonds CDs Fixed Annuities […]
Bear Market Mistakes Investors Should Avoid
We’re still in a bear market, and dramatic swings are making investors very nervous. When investors get nervous, they tend to make mistakes that can cost them significantly over time. In this episode, Rob Auclair discusses three common money mistakes people make in a bear market, how to avoid them, and what to do instead. […]
Breaking Down the Bear Market
We’re officially in a bear market, so what does this mean for investors? In this episode, Rob Auclair discusses what investors should know about bear markets, how to understand bear markets within a historical context, and how pulling out of the market could affect portfolios. Topics Discussed: Average duration and return of bear markets historically […]
Market Correction or Recession?
By mid-year 2022, the stock market has dipped to the extent that we are in a market correction. In this episode, Rob Auclair explains what a market correction is, how it differs from a bear market and a recession, and what we can expect in terms of recovery. He also explains what investors can do […]
Asset Allocation as the Foundation for Successful Investing
Asset Allocation as the Foundation for Successful Investing Investing is one of the most important pillars of financial planning, and balancing your asset allocation is the most important factor in laying the foundation for successful investing. In this chapter, Rob shares the reason behind this investing philosophy and what it means to build a balanced, […]
What You Should Know About Annuities
An annuity is a financial product that is primarily used as a guaranteed income stream in retirement. But before investing in annuities, it’s important to understand the pros and cons. In this video, Rob explains how annuities work and offers cautionary tales of costly missteps that can happen when choosing annuities for retirement. Topics Discussed: […]
Market Correction During Retirement
Market corrections can be scary, but having a plan and following it is the key to your portfolio recovery. So what are your investment choices for this year, and what opportunities does a market correction present? Rob answers these questions and talks about how a correction can have on your portfolio once you’re in retirement […]
What You Should Know About Investment Fees
How people typically pay for investments has changed over the past decade, which sometimes causes confusion. Learn what kinds of investment fees you can expect to pay as well as the services and value you should be getting in exchange for those fees. Topics Discussed: Traditional sales fees (commissions) and fund expenses How fees differ […]
Market Volatility: Investing Mistakes and Strategies
Whenever the markets experience volatility as we’ve seen in early 2022, investors get nervous, often leading to common market volatility investment mistakes rather than using historically-sound investment strategies for volatile markets. Topics Discussed: Reasons for recent market fluctuations Investing mistakes during volatility Historically-based strategies for volatile markets The importance of staying invested during market corrections […]