Blog

Typically the biggest fear for retirees is running out of money. Today I am focusing on a risk that has a lot to do with this fear. Have you heard of Sequence of Returns Risk? Could you explain it to a friend? No? Perfect! I am so glad you are taking time to watch this video. You need to know about this risk and how to address it. Let's get started.

As I shoot this video we are in the midst of a big selloff stemming from the Coronavirus and an oil price war between Russia and Saudia Arabia. The market has dropped 25% from its recent highs. To get through difficult markets, you must take fear out of your decision making process. Instead, focus on fundamentals and history. As of today the economic fundamentals look strong, but will that last? Will we have a quick recovery, or is stock market volatility here to stay for several months? Will th

As I shoot this video we are in the midst of a big selloff stemming from the Coronavirus and an oil price war between Russia and Saudia Arabia. The market has dropped 25% from its recent highs. To get through difficult markets, you must take fear out of your decision making process. Instead, focus on fundamentals and history. As of today the economic fundamentals look strong, but will that last?

The possible impact of the Coronavirus spreading is causing a panic sell-off in the stock markets around the globe. You’ve likely noticed a drop in the value of your 401k and IRAs. Have you heard of a black swan event? It’s a metaphor that describes an event that comes as a surprise, has a major effect, and is often inappropriately rationalized after the fact with the benefit of hindsight. While recent events have been dramatic, there is no need to panic.

Considering what’s going on with the Coronavirus and the increase in market volatility, I wanted to address Volatility Risk in financial planning. To potentially get high returns, you must be willing to accept the volatility risk. Listen as Doug addresses what this means.

2019's stock market had wonderful returns, let's explore a closer look at what happened in the previous year and what is coming for the year ahead.

Is the recession coming soon or not? What’s an investor to do? In our latest market review, we discuss the 2019 third quarter, what we've seen and what we expect to see in the future. With this information we also address a potential recession and provide some solutions should you be worried about if/when it could hit.

We know we’ve been in this long economic expansion since 2009, now we’re in the second half of 2019. It’s been a long time. We all know that bear market is going to come, that economics recession is going to come. Nobody knows when but you want to be prepared for it before it happens. When we’re building a bear market strategy plan these are the things we're going to look at.

8/5/2019Update: Recently the S&P 500 and DJIA reached all-time highs. At the half year mark (6/30/2019) the S&P was up over 20%! Since 1957 this has only happened only four times (1975, 1983, 1995, and 1997). While past performance is no guarantee of future results, each time the S&P 500 has exceeded 20% at the half year mark, it has finished the year with more than 20% gain. However, stock market volatility has kicked up. The trade war with China has come back to the headlines, and

Our current economic expansion that began mid-2009 has not yet been interrupted by a recession. In fact, this has been the longest economic expansion in U.S. history!

Welcome to the Talon Wealth Strategies blog. I will be creating videos relating to financial topics, designed to give you updates on the markets, provide education, and maybe answer some questions. I hope you will share these with your friends and family. My goal is to educate, increase financial literacy in our community, helping families increase their wealth, their financial peace, and increase their generosity.