This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time and why we do not think this is a good strategy for success. We get...
Podcast
Value vs. Cost
This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we...
Client Case Study: April 2019
This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.
Seth’s Mom with Dr. Monique Day
About Seth’s Mom - https://sethsmom.org/ So, what about Seth’s Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal. What started as an idea in 2015 by Dr. Monique Day, Seth’s Mom was launched in May 2017 as...
Real Client Case Study: Feb 2019
This is a podcast conversation with Colin Meeks and Ryan Stark. Of course there are more than 3 things that can derail a financial plan, but these are important and a good place to start. Remember to set a plan and stick to it. We routinely suggest not...
The National Down Syndrome Society with Ashley Helsing
OUR MISSION: The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome. Our Vision The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to...
Planning Across The Spectrum with Andrew Komarow
Andrew Komarow, MSFS AEP® AIF® CAP® CASL® CFP® CHFC® CHSNC®CLU® FSCP® REBC® RHU® RICP® Founder and President Andrew has been with us since the beginning and is the creator of Planning Across the Spectrum. Andrew is an advocate throughout Connecticut and...
Medicaid Crisis Planning & The Medicaid Compliant Annuity
Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. It offers you a way to save the hard earned money you...