Market Update Q2 2023
Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some lessons to take from it. Click on the video…
Posts by Mike Eklund
Developing Your Retirement Game Plan, Ep #191
What can hockey teach us about pursuing your ideal retirement? As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that…
Smart Financial Decisions for Recent College Graduates, Ep #189
Many of our clients ask for financial books and other resources they can share with their loved ones to improve their financial literacy. When young people are armed with financial…
Market Update Q1 2023: Will the Strong Start Continue?
Will the strong start in 2023 be a harbinger for the rest of the year? Themes We Are Thinking About for 2023 In today’s video, we discuss several questions we…
Strategies for Managing Your Cash, Ep #186
If you’ve been paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to…
Market Update: What 2022 Could Mean for 2023
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in…
Be Sure to Check Your Financial Vital Signs in 2023, ep #181
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each…
10 Investing Principles: The Fundamentals That Guide Your Investing Decisions, Ep #177
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light…
2022 3rd Quarter Market Update: Navigating Challenging Markets
It’s been a challenging year in the stock and bond markets. So in this month’s video recap of our market outlook, we are answering the following questions: Why markets have…
Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Ep #174
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If…
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