Podcasts

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | August 30, 2020

Tyler Conley, MBA, CFP®, CEPA® explains the difference between systematic and unsystematic risk in today's Finance Moment. Learn how systematic risk is unpredictable and nearly impossible to avoid. Find out about the two types of unsystematic risk and how this type of risk can be drastically reduced through diversification.

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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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Stay Invested

by Admin | August 10, 2020

Chief Investment Officer Jason Gunkel explains how people are panicking and fleeing the stock market, one of the worst moves an investor can make. He talks about the consequences of poor market timing decisions and what staying invested means. He also shares a shocking report about what nearly 1/3 of investors over 65 have recently done.

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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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What is Tax-loss Harvesting?

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | August 10, 2020

Tyler Conley, MBA, CFP®, CEPA®, describes how tax-loss harvesting helps investors sell an investment at a loss in order to reduce their tax liability. Tyler also explains the wash-sale rule and notes that tax-loss harvesting requires attention to detail, but can be worth the effort for investors.

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Are Annuities Really That Bad?

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | July 23, 2020

Chief Investment Officer Jason Gunkel says that annuities usually get a bad rap from fee-only financial advisors like Syverson Strege, but that there are times when variable annuities are beneficial to a client. He explains the two basic types of annuities (fixed and variable) along with the benefits and negatives. Jason explains how annuities can be quite expensive and complicated because of the various layers of fees and surrender charges.

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