After Accumulation

For years, you have tucked away a portion of your income, saving and investing along the way. But now that you’ve grown your assets, it’s time to start drawing on your accounts. While this may appear to be a simple matter of selling a particular stock, there is something of an art to taking distributions. Determining which assets to liquidate, and when to do so, requires careful analysis of

What Are Your Retirement Assumptions?

You often see the commercials on television today asking the question, “What’s Your Number”? What they are really referring to is the notion of how much money do you need in order to be able to retire. It’s funny that most people we talk to today don’t really call it retirement. They really think about the term of making work optional. This means having the ability to do what they want when

Benefits of Retirement Planning

Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about matching goals with financial realities, with a focus on providing a lifetime of income after your last paycheck.

Countdown to Retirement...At Retirement

Congratulations! After years of hard work, you've made it to retirement! Here are some things to consider to help keep your retirement running smoothly.

Countdown to Retirement...1 Year

You've almost made it! The finish line is clearly within sight! As your excitement grows surrounding your upcoming retirement, make sure you've reviewed these "to do" items to help you stay on track to reach your retirement goals! 

Countdown to Retirement...3 Years

At this point, retirement is clearly within reach. You are so close - just a few more years to go! Here are some items you should consider as your target retirement date draws nearer.

Countdown to Retirement...5 Years or More

There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. Here are some items to consider to help you stay on track for the retirement you envision.

How to Pick Stocks and Bonds to Invest In!

In this video, I share part of the process I use to pick stocks, companies, and industries to invest in. You will learn how I identify changes in our post-COVID world and ways to help you discover and invest in the companies that are changing our world. Technology is leading the way to the new ways we will educate and do business in the coming weeks, months and years. Finding leaders in the

Is the Worst Yet to Come for the Stock Market?

In this video I compare the tech bubble of 2001-02 and the financial crisis in 2008 with today’s COVID-19 market crash. By reviewing the S&P 500 and the U.S. 10-year Treasury, I give you some insight as to what may happen in the United States investment markets.

How to Invest During a Pandemic

In this video, Trent discusses three things to look for when monitoring your investments during these challenging times.

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