Mar 31, 2022

When should you let go of financial responsibility?

When is it time to delegate some of financial responsibility to your spouse, children, or someone else close?

The specific financial responsibilities to be delegated depend on your specific situation. Often they include, giving someone power of attorney, check writing...

Mar 24, 2022

What are the steps you need to take before retirement?
What are the critical things you must do before you clean out your desk at work?

Hopefully you’ve accumulated a significant amount of savings to supplement your pensions before you retired.

But how that money is invested may be even more important than the fact...

Mar 10, 2022

If a bond is actually a loan, how and why do people invest in them?

In this week’s show, Doug and Efraim talk about how bonds are affected by inflation and interest rates.  What are the differences between high and low interest rates, and what causes them to change?

Doug explains why when the government is...

Mar 1, 2022

For nearly two years investors faced the chaos of Coronavirus. Today, we’re facing the chaos caused by the Russian invasion of Ukraine.

We can’t predict how either of these two events will end, but we do know that sometime in the future there will be more chaos wreaking havoc on the market.

What should an...