12 Actionable Steps to Improve Your Financial Outlook, Ep #127
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take…
Posts by Allison Berger
Investing Through the 2020 Election
The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies. For investors, there seem to be more questions than answers.…
If Only I Had Bought Zoom When it IPO’d in 2019, Ep #123
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO…
The Impact of COVID-19 on Women’s Financial Lives, Ep #121
 We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers,…
How Should I Position My Portfolio Before the Election? [UPDATED], ep#120
 Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant…
Nearing Retirement? Prepare for these Retirement Surprises, Ep #115
 You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises…
Can We Recover From This? A Look Back at 3 Historical Events
We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is…
Remember This When Investing During a Pandemic
A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased…
3 Questions You May Have During a Stock Market Decline, Ep #109
 Today we explore some common questions that people ask during a stock market decline. We discuss what a financial advisor does and doesn’t do for their clients in bear…
Tax Loss Harvesting: A Silver Lining in Bear Markets
It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do something, to take action, can be overpowering.…
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