Getting Social Security Right the First Time. (you only get one shot)


Stop believing the rumors, and gossip. Let's cut through the noise on Social Security to make better decisions for your retirement. How do you make the best choice for you when it comes to claiming Social Security? Options are endless. As are opinions.  Everyone seems to know what you should 'always do.'  Join us for […]

Elections and Markets: A View from the Hill


Elections and Markets: A view from the hill. If you are not already exhausted from the Presidential Debate a few nights ago I wanted to alert you all to webinar today at 4:00 that you might all be interested in!  (hint—it’s political) Today at 4:00 Anthony Bucci of Mission Point Planning and AssetMark  present “A […]

IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments


Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this?  When you read the headline did you cringe? Break out in a cold sweat?   Grab another glass of wine?   Maybe even panic? If so, don't beat yourself up. Your human. […]

The Markets are nuts!! Or are they?


The Markets are nuts! Or are they? Our take on the markets and investors. During this entertaining webinar, we will take stock of the markets post Covid-19 and election and cut through the every day noise to find the 'Non-spin' information you really need for your financial plans. We will also revisit the time tested […]

The Rollercoaster: 2022 Market and Economic Update


2022 has been quite ride so far and we still have one quarter to go! During this entertaining webinar, we will take stock of the markets, our economy and cut through the noise from so called ‘experts’ in the news media to find the true signal for your financial plan. Click HERE to register for […]

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

Pin It on Pinterest