Archive for January 2016

Getting From Point A to Point B

On the January 23rd show, Joe Lucey and Derek Fautsch talked in part about recent market fluctuations and retirement planning.   As one approaches or is in retirement, stock market declines can be of concern because income and assets are more fixed than in past years. A drop in the market sets off waves of concern which illustrates the value of…

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A Look at the Current State of the Market

  This has certainly been a difficult few weeks in equity markets to say the least. With levels pushing -10% correction territory yet again, investors may be struggling to make sense of things and are looking for answers. In some market declines, a single culprit is easy to identify; in others, it’s less obvious. This might…

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What is Your Risk Capacity?

  On the January 16th, 2016 Secured Retirement Radio Show, Joe Lucey and Derek Fautsch talked about retirement planning and, in part ; different elements of risk.   For those entering retirement,   it helps to do a risk analysis to determine a custom financial plan. The first question we often ask or clients is “what is your…

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Information is Power

On the January 9th show, Joe Lucey and Derek Fautsch covered recent market fluctuations and portfolio reviews.    The market dipped in the past week. Usually, when that happens, some get nervous about their portfolios, seeking either assurance or solutions. Terms like “scared” and “crisis mode” were used to describe the condition of investors who search…

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Resolve and Resolutions

On the January 2nd show, Joe Lucey and Derek Fautsch covered New Year’s views on transformations vs. transactions, financial product pros and cons, and 5 Star Planning and the recent changes to Social Security.   Make retirement planning a part of your 2016 strategy. Here are a few suggested resolutions for the New Year; Consider a…

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