May 21, 2020

Most investors think they have “safety of principal” in their portfolios… do you? Did you tell your broker you want to focus on safety in your investments? If so, does your portfolio reflect your ideal risk/safety level? Doug stresses the importance of having clear communication with your broker. An investor must...

May 14, 2020

Can a conservative investor find predictable investments? An investor who wants to limit risk has two options for predictable investments: CDs (certificates of deposit) and bonds. Doug explains what bonds are and the pros and cons of owning bonds. Although bonds are frequently considered one of the safer types...

May 7, 2020

Believe it or not, common investing mistakes that can come back to haunt even the most conservative investor.

Doug shares the story of a couple who were financially secure in their investments, but still made 3 very common mistakes. Listen to hear these mistakes and how Doug suggests to avoid them. Most importantly, he...