Jan 22, 2024
How to pay for long-term care expenses – Chris Boyd and Jeff Perry go into great
detail about the challenges of planning for long-term care. Chris starts the segment by
grouping people into three distinct categories. These groups are people with wealth to
cover the cost, those who will need to rely on public benefits,...
Jan 19, 2024
How to survive the uncertainty and invest with confidence in an Election Year –
Presidential elections can be divisive and unsettling for many people. At times, the fate
of the world seems to hang in the balance with election results. But when it comes to
investing, do elections really matter all that much? Chris Boyd...
Jan 19, 2024
Bitcoin ETFs are now available – The US Securities and Exchange Commission
recently approved 11 exchange-traded funds (ETFs) for Bitcoin. These new ETFs will
allow investors to buy an asset that tracks the price movement of Bitcoin. Chris Boyd
and Jeff Perry discuss if and when such an investment might be appropriate....
Jan 15, 2024
Chris Boyd and Brian Regan discuss standard portfolio concerns,
addressing issues like over-
concentration in investments, the risk of over-diversification, and
the necessity of aligning portfolios
with personal comfort levels. They also analyze the latest
inflation report and its implications for
investors. The...
Jan 15, 2024
7
Brian Regan, Senior Portfolio Manager, shares valuable insights on
Smart Money Moves, focusing on 7 Practical Ways to Save Big
and Live Well. He emphasizes the importance of saving and investing
for wealth building, drawing from his financial journey. This
segment is dedicated to helping...