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October 2020

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

October 20, 2020 @ 12:00 pm - 1:00 pm

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. I’m human. We are hardwired to have these emotions. But the problem occurs when we harness these feelings and turn them into investment decisions.  With…

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Stop Relying on the G-Fund! & 7 Biggest Mistakes FERS Employees make with their retirement planning

October 22, 2020 @ 12:00 pm - 1:00 pm
7 FERS Mistakes

Stop Relying on the G-Fund! You're going to live longer than you think! What got you here won’t get you there! And looking for love in all the wrong places! Sounds like fun doesn’t it? With years of working with Federal employees helping them retire we’ve had to fix a thing or two, because we’ve seen a thing or two. In this fun, interactive and positive workshop (contrary to the title) Anthony Bucci will illuminate the 7 most common hang-ups…

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November 2020

The Markets are nuts!! Or are they?

November 12, 2020 @ 4:00 pm - 5:00 pm
Are the market nut?

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 strategies that lead to positive investor outcomes. Strategies like controlling your emotions, letting compound interest work and old time diversifications still have a place in…

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March 2021

What you need to know before traveling during Covid-19

Traveling in 2021? Know before you go! Special Webinar with Scott Hunter the Traveling Man.

March 18, 2021 @ 12:00 pm - 1:00 pm

Burr. It's cold in Michigan.  But… it is getting warmer. So, the recent warm spell here has got me thinking about warmer and better times ahead. Remember the good old days when we could travel and escape the subzero temperatures for even a few days?  Those days may be returning sooner than you thing and you need to be prepared. As we learn to live with Covid-19 we are learning to travel with it as well.  If you are thinking…

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May 2021

What's next for the market?

From the Election to Now. A update on the markets, the economy and what’s on deck.

May 20, 2021 @ 3:00 pm - 4:00 pm

From the Election to Now. A update on the markets, the economy and what’s on deck. Well, friends, it’s been about 6 months since our last market update in November 2020  just after the presidential election. To say we’ve gone through a lot since then is an understatement!  Most people are in agreement that we are moving into an unknown chapter on our economy and markets. However, saying things are ‘uncertain’ is as obvious as saying the Detroit Tigers can’t…

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* 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.

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