Wealth Watch: Don’t Fight the Trend: Our Strategy While the Dust Settles
Vance Howard suggests that “once the dust settles, the market often reveals its true direction,” reminding investors that patience and discipline are key during uncertain periods.
Tax Mistakes New Retirees Make
Ryan unpacks some of the most common retirement tax mistakes and how they show up in real life.
Wealth Watch: Panic is not a Strategy: Why We Aren’t Flinching
Vance Howard makes it clear that “panic is not a strategy,” emphasizing that disciplined investors who stay grounded during volatility are often the ones best positioned to benefit when markets stabilize.
How we help eliminate Sequence of Returns Risk
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.
And the Oscar Goes To… Your Retirement Strategy
Ryan takes inspiration from Hollywood’s biggest night and hands out a few “Academy Awards” of our own to the strategies and habits that make a retirement plan truly successful.
Wealth Watch: Is the Oil Rally Running on Fumes?
Vance Howard asks whether the recent surge in oil prices still has fuel left, noting that strong rallies can persist — but investors should watch carefully for signs that momentum may begin to fade.
