Markets are entering turbulence. Exposure has already been reduced, with nearly 50% in cash — positioning portfolios to protect now and act when conditions improve.

In this video, we explain sequence of returns risk and why it can be one of the biggest threats to retirement income. We introduce our “retirement jet engine” concept — a strategy that uses a stable portion of assets to provide income during market downturns, allowing the rest of the portfolio to remain invested for long-term growth. The goal is to create a volatility buffer, avoid selling investments during down markets, and build a more resilient retirement income plan.

With interest rates recently dropping to some of the lowest levels we’ve seen in four or five years, I’ve been getting a lot of questions: Should I buy right now? Should I refinance?

There’s been a lot going on in the world lately, and I’ve had some clients asking about the recent market volatility, so I put together a short video to share some perspective

Several clients have been reaching out recently with questions about tax documents and timing for filing, so I wanted to resend a short video I recorded about a month ago that walks through the key things to keep in mind this time of year.

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