Trade Wars: The International Skirmish and Your Pocket

Posted Mon Sep 24, 2018

Are we on the brink of a major trade war? Most importantly, could this potentially impact your investment portfolio and put it at risk? When we can rely more on our own resources versus those of another country, this is supposed to help stimulate our economic growth. But when tariffs are raised on both sides, this is what causes a trade war. Click below to learn more about the potential disaster a trade war can have on not only our economy but […]

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Running out of Money in Retirement? Your Financial Roadmap Awaits.

Posted Thu Aug 02, 2018

Imagine you’re taking a roadtrip, would you have a GPS system? What about a hike through the mountains? Would you bring a map? You bet you would! This week’s SGL TV episode features the type of mistakes that can potentially be harmful to your investment portfolio. Watch now to to see if you’re making those same mistakes! On today’s episode: What can YOU do about your retirement income? You saved your whole life for retirement – now what? Your retirement […]

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3 Investment Mistakes You Must Avoid

Posted Tue Jul 17, 2018

There are so many variables that can impact your overall investment returns! The main question: What can YOU do, to overcome the obstacles to avoiding key investment mistakes? On today’s episode: How much of your portfolio is currently at risk? How do you know if it’s too much? How secure is your portfolio? Is your money working for you, or are you working for your money? Using logic over emotion and how emotion can be the root-cause to a decreasing […]

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What is Gamma and Why Your Portfolio Needs it!

Posted Thu Jun 21, 2018

How do you achieve greater growth without taking more risk? There are 6 growth components of Gamma, and if you make sound financial decisions in the 6 GAMMA components, you have the potential to increase your income by 31.8%. On today’s episode… The 6 growth components to Gamma – recommended by Morningstar. Why having a Plan, means everything. Research says having both investments and insurance in your portfolio is a must. Why liquidity is important for you and your portfolio. […]

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3 Easy Steps to Accomplish Your Goals

Posted Fri Jun 01, 2018

Set a goal and stick to it. It’s that easy, right? Well actually it is! But on average, 70% of goals are left incomplete or unaccomplished. Check out the video and see our 3 easy steps to ensure how you can make a goal and see it all the way through! On today’s episode… Why sticking to your goals is so important Each of these 3 steps rely on one another Where your financial habits come in-to-play Celebrating your victory! […]

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5 Car Buying Tips to Get a Fair Price

Posted Wed May 16, 2018

Buying a new car can feel like a daunting task. Most dread the idea of spending their weekend sitting at the dealership watching the car salesman walk back and forth to “talk” to their manager about a better deal for you. These 5 tips will show you how to spend both your time and your money wisely while getting a fair price on a brand new car. On today’s episode… Finding the right price and keeping focus Shopping around is […]

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What Are Your Retirement Goals?

Posted Wed May 02, 2018

When you think about retirement, what do you picture? Do you envision spending time with your family? Hopping on the next flight to your dream destination? No matter what your idea of retirement is, it’s important to know how you can accomplish those goals within your financial plan. On today’s episode… Determining what your retirement goals are How to make your goals happen Why it’s important to have a sound financial plan How we can help you live your retirement […]

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The True Value of Estate Planning

Posted Wed Apr 18, 2018

How does your understanding of estate planning match up with the true value of an estate plan? On today’s episode… The four-key elements to a great estate plan What happens to your estate when you pass on Having a Trust vs. a Will Why you need POA’s (Power of Attorney’s) Your estate, your legacy and why it matters Thank you for watching and we look forward to seeing you next time! Schedule a Meeting

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Measuring Your Investment Success

Posted Tue Mar 20, 2018

How do you define success and determine how well your portfolio is performing? On today’s episode… Two key guidelines to follow to measure your success Ensuring you have goals set in place Differentiating investment risk and return How to determine your risk profile Working closely with your advisor… your ally Thank you for watching and we look forward to seeing you next time! Schedule a Meeting

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