Skip to content

Secured Retirement Financial Blog

We help individuals and families work toward achieving their ideal retirements.

The Multifactor Approach

By Joseph Lucey | November 15, 2016 |

The multifactor approach to investing combines multiple variables, like size and volatility, with the goal of achieving more consistent performance over time. The idea is that when one factor is underperforming, the other factor may be outperforming. There are merits to various approaches to investing, whether you’re seeking out lower volatility or larger returns. However,…

A Vision of Health

By Joseph Lucey | November 14, 2016 |

Gradual vision loss is part of the aging process, but it affects people of all ages. In fact, about 75 percent of all adult Americans use some sort of vision correction: 64 percent wear glasses; 11 percent wear contacts. On top of that, 14 percent use non-prescription glasses for reading. Research has found that eating…

Attention: Upcoming Educational Event on September 8th on How To MAXIMIZE Your Social Security Income

By Joseph Lucey | August 25, 2016 |

We wanted to give you a quick heads up on something. If you haven’t already heard the news, we are doing an exclusive educational event on “How to MAXIMIZE Your Social Security Income”. This is a topic that our clients have expressed quite a bit of interest in lately and we feel it could be…

Independence Day

By Joseph Lucey | June 15, 2016 |

Congress voted to draft the Declaration of Independence on July 2nd, 1776 they asked Thomas Jefferson to write the document. It was revised, approved and signed 2 days later on July 4th. At the time, there was some debate about whether July 2nd or the 4th would be considered the anniversary of American independence. To…

The Greatest

By Joseph Lucey | June 10, 2016 |

I was trying to describe the legend of Muhammad Ali to my sons. I explained boxing’s popularity through the 80’s and that this combined with Ali’s skill, wit and charisma made him a larger than life character for generations.In his lifetime Ali was a friend to many big and small, he dined with heads of…

The Legacy of Memorial Day Started in 1868

By Joseph Lucey | May 25, 2016 |

Memorial Day originated as Decoration Day and separate holidays in the northern and southern United States to honor and decorate the graves of fallen soldiers after the civil war, beginning in 1868.    The holiday was later merged into a common date and revised to honor all who had died during their military careers. It was observed on…

High School Reunions

By Joseph Lucey | May 23, 2016 |

High school sweethearts Bob and Sue stopped to eat on the journey to their 40th class reunion.  After dining, about an hour down the road, Sue told Bob that they must return to the restaurant to retrieve her forgotten glasses. Bob made the U-turn and grumbled mightily all the way back on the return trip. Once…

What do Sean Connery, Phoebe Cates, Gene Hackman, Roger Moore and Victoria Principal have in common?

By Joseph Lucey | May 13, 2016 |

These five remarkable stars are not starring in a sequel to the Big Chill, though that could be a legitimate guess. These five stars are retired from show business if there is such a thing.  I imagine that celebrity retirement has its challenges, including endless requests for autographs, being asked when they will return to…

It’s Baseball Season. Time for Some Analogies and Clichés

By Joseph Lucey | May 3, 2016 |

Baseball resembles financial planning more than any other sport.  Teams typically approach contests with a game plan based on their personnel, the ball park they are playing in, weather conditions, pitching match-ups and the opposition. Team managers, pay attention to the conditions and plan accordingly to create a successful outcome in each ball game.  …

Rock and Roll Heaven

By Joseph Lucey | April 25, 2016 |

The Righteous Brothers recorded Rock and Roll Heaven in 1974. An ode to musicians past, the song referenced the passing of Jimi Hendrix, Otis Redding, Janis Joplin and more. The song has been rewritten since to include Elvis, John Lennon, Marvin Gaye and others. In 2016, it seems another re –write is due to include David Bowie,…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 952.460.3260

Call Now Button