Diversification in 2016

Is your portfolio diversified? This week, Rick talks about diversification in 2016 and the importance this has on risk management. *The companies noted within are for educational and informational pu…

Never Co-sign a Loan

Do you know the issues that can arise when co-signing a loan? This week, Rick discusses the many different reasons why you should never agree to co-sign a loan

Financial Planning

Are your investments in line with your specific objectives and risk tolerance? Check out our latest video where Rick discusses the importance of having a solid financial plan and someone to help you …

Presidential Election

This week, Rick answers two common questions he has recently received about the upcoming presidential election: If Hilary wins, will this wreck our retirement plan? Or, if Trump wins, is this country…

Required Minimum Distribution Planning

This weeks tip of the week consists of Rick discussing the planning that comes into place when withdrawing the minimum required amount of funds from IRAs and 401Ks. Remember, you’re making plans for …

Global Investing

This week, Rick discusses some tips about the endless benefits of global investing. International investing involves special risks such as currency fluctuation and political instability and may not b…

Secrets to a Safe Retirement

In this week’s financial tip of the week, Rick discusses the three things that make a great financial plan: a rock solid estate plan, an excellent risk management plan, and a sound investment plan. W…

Social Security Tips

This week, Willy discusses 3 items to remember when taking your social security. The consultants at Fisher Wealth Management are financial advisors with LPL Financial.

10 IRA Planning Mistakes

This week, Rick discusses the top 10 IRA planning mistakes made by investors and how you can avoid making these mistakes. The opinions voiced in this material are for general information only and are…

Facing Volatility

This week, Rick talks about facing volatility and how investors can stay focused on long term goals. By explaining the big picture for our current economic situation and going off of a theory by Warr…