Deciding on a portfolio allocation is about your willingness and your ability to take risk. But, there is a little more to it than that. On this podcast, Karl explores some things to think about when it comes to building the proper portfolio.
We’re all taught to save from the time we’re little toddlers. But, what is too much. Karl Eggerss welcomes Oliver Norman, CFP®, CHFC®, CLU®, CDFA® to the podcast to discuss this topic and how to balance saving and spending.
Interest rates have been rising over the past few months and it’s now accelerating. Here are some reasons this is a bad thing.
There are some signs that speculation is rising in the stock market and it's starting to look like 1999. What's it mean for you and your portfolio? Karl explains. Hey, good morning, everybody. Welcome to the podcast. My name is Karl Eggerss. Thank you for joining me....
The move into a new year is a good reminder to check some things off your financial planning checklist. Here are 5 simple things everyone should be doing.
A new administration is going to mean some big changes for your finances. Karl Eggerss joined Trey Ware to discuss what some of the changes will be.
On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decisions. Plus, a fiscal stimulus deal is done. Was it needed?
On this week’s podcast, Karl looks back at 2020 and reveals some key things we learned as investors. Plus, what all was in that COVID-19 relief package?
The Federal Reserve spoke this week. What did they say and how will it affect your portfolio? Plus, Oliver Norman joins Karl to discuss your financial reality.
Retiring isn’t just about the numbers. Here are numerous ways to live a richer life in retirement.
