SGL TV

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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How Will the new Tax Cuts & Jobs Act Impact You?

Posted Wed Mar 07, 2018

With the new Tax Cuts & Jobs Act in full effect, how will this affect you, your investments and your retirement? On today’s episode… Who and what the Tax Cuts & Jobs Act affects Fears of the market collapsing Taking standard deduction versus itemizing Reconsidering Tax Strategies Out with the old and in with the new; Three Dimensional Portfolios Thank you for watching and we look forward to seeing you next time!

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401k – Did You Know?

Posted Tue Feb 13, 2018

Have you recently or are you planning on changing jobs? Do you know what your options are for your 401k? On today’s episode… What to do with your old 401k and what are your options? Can you move your old 401k to your new company? Can I roll over my 401k to a roll over IRA? Creating an action plan for your old 401k Maximize all of your opportunities Thank you for watching and we look forward to seeing you […]

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