The Time Is Now, Your Future Self Will Thank You, Ep #117
Why is it so hard to envision our future self? Dan Gilbert, a Harvard psychology professor and author of Stumbling on Happiness, has found that people are really bad at…
Posts by Chad Smith
Buying a Second Home? Answer These Questions, Ep #116
2020 has brought us a new reality with our vacation mindsets. With many vacation plans put on hold or completely cancelled, the pandemic has become the impetus for second homes…
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…
The “R” Plan – 5 Steps to Fight Prediction Hubris, Ep #114
No one can argue that the stock market has been tumultuous lately. During times of market uncertainty, investors seem to become even more certain about their predictions of the…
The ABC’s of Special Needs Financial Planning, Ep #113
Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning…
Why is the Stock Market Doing So Well When the Economy is Not? Ep #111
Why is the stock market doing so well when the economy is not? With headlines about skyrocketing unemployment and an impending recession, how has the stock market rebounded so…
Retirement Planning Changes in the CARES Act, Ep #110
The CARES Act has three major changes to retirement withdrawals within this landmark piece of legislation. On this episode, you’ll learn what CRD’s are, who are qualified individuals, and how…
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.…
What the CARES Act Means for You, Ep #108
The Coronavirus Aid, Relief, and Economic Security Act or CARES Act was just recently passed and the new law will impact just about every American. But do you know…
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