facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Featured Post


Loading Posts...

In The News


Take the Checkup Quiz Today!


Today's Quiz
What is Your Number for Retirement? (Ep4) Thumbnail

What is Your Number for Retirement? (Ep4)

Figuring out whether you can retire requires understanding “how much is enough” for a portfolio size at retirement. In other words, “what is your number” for Day One at retirement. We explore the basic variables, calculation, and sensitivity analysis around this important question in retirement planning. Accompanies Episode 4 of The Retirement Oasis Podcast.

Read More
Understanding Cryptocurrency Thumbnail

Understanding Cryptocurrency

Understanding the basics of cryptocurrency is a critical first step in understanding whether crypto should play a role in your financial planning. Make sure you have a full understanding before you invest or use cryptocurrency.

Read More
Designing an Ideal Retirement Part 1 (Ep2) Thumbnail

Designing an Ideal Retirement Part 1 (Ep2)

Your retirement years can perhaps be the most meaningful period of your life. Designing an ideal retirement consists of striking the right balance of play/leisure, connections, renewal, and work. Non-financial issues are just as important -- if not more -- than the financial issues. How will you plan for the non-financial issues in retirement?

Read More
Value vs. Growth Investing: What’s the Difference? Thumbnail

Value vs. Growth Investing: What’s the Difference?

Is there a difference in value stocks and growth stocks? As you decide what asset class mix your portfolio should consist of, consider whether you have the right mix of value versus growth stocks based on your individualized situation. Taking an approach that “as long as I am in a broad index in the stock market” may not be the optimal approach to helping you reach your financial and retirement goals.

Read More