• Podcasts

    Lance Gunkel CFP® CFA Managing Director

    Choosing an Executor
    Choosing an Executor

    by Lance Gunkel CFP® CFA Managing Director | August 12, 2024

    Who would make the best executor for your estate? Here are aspects and situations to consider when deciding whom to ask to take on this important role.
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    Identity Theft & Credit Freezes
    Identity Theft & Credit Freezes

    by Lance Gunkel CFP® CFA Managing Director | January 24, 2023

    Have you ever utilized a credit freeze as a tool to help prevent identity theft? Listen to today’s short Finance Moment podcast “Identity Theft & Credit Freezes” by Lance Gunkel to learn more about this easy way to add another layer of protection against identity theft.
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    Inflation Advice
    Inflation Advice

    by Lance Gunkel CFP® CFA Managing Director | July 27, 2022

    Managing Director Lance Gunkel provides three tips to reduce the impact of inflation on your personal finances.
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    Calming Financial Anxiety
    Calming Financial Anxiety

    by Lance Gunkel CFP® CFA Managing Director | January 24, 2022

    Managing Director Lance Gunkel addresses common financial questions and how using the answers to those questions can help calm financial anxiety.
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    Differing Views on Risk
    Differing Views on Risk

    by Lance Gunkel CFP® CFA Managing Director | October 19, 2021

    Making investment decisions is difficult for one person and it is made all the more difficult when another person is involved. It is common to have differing views on risk.
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    Unequal Inheritance
    Unequal Inheritance

    by Lance Gunkel CFP® CFA Managing Director | May 28, 2021

    Managing Director Lance Gunkel shares insights about unequal inheritances in a family. Although many parents elect to leave equal inheritance to each child, for some families, equal isn't equitable. Lance outlines some valid reasons why heirs might receive different and unequal amounts of inheritance.
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    Ambient Emotions and Financial Decisions
    Ambient Emotions and Financial Decisions

    by Lance Gunkel CFP® CFA Managing Director | December 16, 2020

    Managing Director Lance Gunkel shares his thoughts about ambient emotions and financial decisions in his latest "Finance Moment" mini-podcast. Discover how to rank your ambient emotions and hear specific examples of how these emotions can affect financial decisions. Lance also gives two ways to avoid the pitfalls of ambient emotions. He quotes, "Our feelings may change, but their impact on our financial lives may have a lasting effect."
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    Panic Selling
    Panic Selling

    by Lance Gunkel CFP® CFA Managing Director | August 20, 2020

    Managing Director Lance Gunkel explains how the emotion of panic may drive investors to sell their investments at an inopportune time. He shares a specific example from 2020 of how nearly 1/3 of investors over the age of 65 sold all their stock resulting in missed opportunities. He talks about why panic selling is bad for your financial health and a solution for resting easier when the market faces turbulence.
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    What Is Dollar-cost Averaging?
    What Is Dollar-cost Averaging?

    by Lance Gunkel CFP® CFA Managing Director | August 10, 2020

    Managing Director Lance Gunkel explains the strategy of dollar-cost averaging (DCA) to help clients who have a large lump sum to invest. DCA can help clients avoid mistiming the market, reduce the impact of volatility, and help lessen the emotional rollercoaster of investing large lump sums. Lance explains that this strategy of spreading out investments over time has been especially helpful in down markets like in 1987, 2001, 2008, and 2020 and how it forces clients to think long-term.
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