Investments

Read

Investments Article

What Is Market Risk?

There are two primary categories when it comes to investment risk: market risk and specific risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance.

Investments Article

529 Plans and Planning for Your Grandchildren’s Futures

Special moments always happen in a flash—especially the times you treasure with your grandchildren. One minute, they’re starting to take their first steps. Then, suddenly, they’re taking much bigger steps across a stage for high school and even college graduations. One way you can support your grandchildren as they’re growing up is to lay the foundation of their futures by setting up 529 plans. Let’s investigate some of the nuances of 529 plans, including their tax benefits. 

Investments Article

4 Retirement Risks That Are Out of Your Control

Your investments are something that you have control over. However, there are also retirement risks that are out of your control. Your investments coincide with market volatility, which is one of those uncontrollable retirement risks. Market volatility, inflation, interest rates, and tax rates are four retirement risks that are out of your control, but that you can and should plan for.

The Guided Retirement Show

Investments Podcast

How Does a 401(k) Work with Michelle Cannan, CPFA™, QKA®, QKC

Episode 110 | Michelle Cannan | Modern Wealth Management Managing Director and Head of Company Retirement Plan Services
As Modern Wealth Management continues to grow, one of the additions we’re very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are typically people’s largest asset as they head into retirement. So, we figured it would be good idea to have Michelle Cannan, CPFA™, QKA®, QKC, our head of company retirement plan services and managing director of our Rochester office, join Dean Barber on The Guided Retirement Show to discuss how a 401(k) plan works and many other nuances about 401(k)s.

Investments Podcast

Market Sentiment and Inflation’s Impact with David Mitchell

Episode 109 | David Mitchell | AllianceBernstein Regional Director
As we attempt to help educate people about market sentiment, we’ve continued to welcome back AllianceBernstein’s David Mitchell as a guest on The Guided Retirement Show. David last appeared on The Guided Retirement Show with Dean Barber in October 2023 to give his market outlook and review market trends from the previous six months. Dean and David will review some of the things they discussed during that episode. David will also review the last six months of market performances again and give his updated market outlook to help people develop a better understanding of market sentiment.

Download

Watch

Video

Q3 2023 Quarterly Market Update

Dean Barber, Ken Osiwala, and Bud Kasper give their main takeaways from Q3 2023 and their expectations for Q4 in our Quarterly Market Update.

Video

What to Do with Your 401(k) After Retirement

Chris Rett discusses what to do with your 401(k) after retirement—leave it in your previous employer plan or roll it over to an IRA?

Video

Q2 2023 Quarterly Market Update

Back in April, Dean Barber and Bud Kasper did something new on the Modern Wealth Management Educational Series when they gave their Q1 2023 Quarterly Market Update. Now that Q2 2023 is behind us, it’s time for them to give their Q2 2023 quarterly market update.