May 11, 2020
This episode discusses how the latest market news involving the pandemic has changed the way Stonebridge serves clients and potential clients. They address using new technologies like Zoom to conduct virtual meetings which are not face to face, as well as secure electronic document signing. They also discuss...
May 11, 2020
This episode takes a look at long term care, and ways to account for paying for it such as various insurance or annuity products. Also 3 things to think about in putting a personalized plan together.
May 11, 2020
This episode centers in on the importance of comparing your portfolio to some kind of benchmark, such as the S&P 500 or other financial item. It also focuses on allocation strategies such as using the Rule of 100, as well as defining true diversification and why it is important to have it in your plan.
May 11, 2020
This episode focuses mainly on income planning. It focuses further on four areas a good retirement plan needs to address - safety, income, growth and liquidity.