Wealth Education

Post-Election Market Update – An Overview

Post-Election Market Update – An Overview

Election week was an interesting week, to put it mildly.  Lots of unexpected outcomes in both the political arena and in the financial world.  Ray Lucia, Jr. and Mark Scalzo discuss here what we saw with the market futures on election night, and the big turnaround for stocks that occurred the following day once the… View Article

Post-Election Market Update – The Process

Post-Election Market Update – The Process

Some thoughts from the team on risk management and how that applies to our process. It’s important not to depend on generic things like Morningstar ratings when making decisions about which companies or funds to own. Chasing market sentiment and yield can backfire on you. The process is much more detailed and focused than that,… View Article

Post-Election Market Update – Volatility

Post-Election Market Update – Volatility

What do we look for when evaluating companies to own? Here are thoughts from Ray Lucia, Jr., Mark Scalzo, and Aaron Rosen.

Post-Election Market Update – Risk Management

Post-Election Market Update – Risk Management

How do you manage risk? And, even more specifically, what exactly IS risk management? There are many moving parts that need to be considered when constructing a portfolio, since everyone’s idea of what constitutes “risk” is different, depending on their goals and assets. Find out how Ray Lucia, Jr., Mark Scalzo and Aaron Rosen look… View Article

Post-Election Market Update – Interest Rates

Post-Election Market Update – Interest Rates

See what Ray Lucia, Jr., Mark Scalzo and Aaron Rosen have to say about interest rates in the post-election cycle.  The 10-year note experienced quite a change, nearly overnight.  What will the Fed do in December and beyond?  Our team has some thoughts in this video.

How Commission-Based Products Work

How Commission-Based Products Work

Some financial products are bought on a commission basis. Terry Keyes, ChFC® explains how commissions work when dealing with your advisor. WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and r…

Fees in Your Portfolio

Fees in Your Portfolio

There are a few factors regarding the scope of your portfolio you may want to keep in mind when thinking about fees. WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative arti…

Preparing Your Portfolio For Inflation

Preparing Your Portfolio For Inflation

Inflation is an important aspect of financial planning; especially when calculating rate of return. But in which part of your portfolio should you account for inflation? WealthEd.com is your first stop on the path to retirement. Watch live shows, view…

Medicare and Social Security Strategies

Medicare and Social Security Strategies

Medicare and Social Security are tied together. There are strategies involved in Social Security planning, especially concerning your Medicare premiums. WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on d…

RMDs with Non-Spousal Beneficiaries

RMDs with Non-Spousal Beneficiaries

You may know about required minimum distribution rules for yourself, but what happens if you die? Usually the RMD rolls over to a spouse. But what if your spouse is not the beneficiary? WealthEd.com is your first stop on the path to retirement. Watch …

RMDs With Spouse as Beneficiary

RMDs With Spouse as Beneficiary

You may know about required minimum distribution rules for yourself, but what happens if you die? Usually the RMD rolls over to a spouse. But the rules do change a bit. WealthEd.com is your first stop on the path to retirement. Watch live shows, view …

Managing Taxes as a Self-Employed Individual

Managing Taxes as a Self-Employed Individual

Self-employment taxes can get complicated, not to mention costly. When it comes to planning for 1099 earnings, there are strategies to help avoid nasty surprises when tax season comes around. WealthEd.com is your first stop on the path to retirement. …

RMD Basics

RMD Basics

What factors must be taken into account when calculating your required minimum distribution? WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated tod…

Can a 403(b) be Transferred Into an IRA?

Can a 403(b) be Transferred Into an IRA?

Is it possible to move a 403(b) retirement account into an IRA? WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today! For more visit http://w…

Online Social Security Scams

Online Social Security Scams

Johnny Dean and Rick Plum describe scare tactics scammers use to steal your Social Security information. WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get …

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