Retirement is the ultimate goal for most people, most of us already have a vision early on of what we want retirement to be like for us. Therefore, for years we strive and work hard at doing what we think are the “right things” that will put us in place of retiring when and the […]Read More »
Dreams of financial prosperity and security spark a person’s desire to invest. It is necessary to keep that spark alive throughout the investment process, by adopting certain behaviors and mentalities that can optimize your efforts and effectively measure your success. In our latest podcast with Brad Kasper, president/CEO of LSA Portfolio Analytics, we learn more […]Read More »
Meaning of Moneypodcast by Protection Point AdvisorsMichael ClarkeTopic: Measuring Investment SuccessIn this podcast, Micheal Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success.“Measuring success is often misunderstood, it is something we spend a great deal of time trying to teach our clients about so that their expectations remain reasonable […]Read More »
Did you see the headlines last week? The Guinness Book of World Records crowned someone new as “the world’s oldest person.” A mother of five, Kane Tanaka was born in 1903 and married in 1922 at just 19 years old. Today, at the ripe old age of 116, she studies math and other subjects for […]Read More »
If I had a dime for every time over the course of my 27-year career I’ve heard the phrase “they don’t teach finance in school“ I’d be wealthier than I want to make my clients. This form of lament is especially common among high income earning professionals who quite commonly face unique sets of financial […]Read More »
One of the great opportunities we get because of the amount of money we manage is access to people that are usually hard to get to. I had a call this week with a portfolio manager from Guggenheim Investments. We got to talk about the recent Federal Reserve comments and their view on the economy […]Read More »
Meaning of Moneypodcast by Protection Point AdvisorsMichael ClarkeTopic: Hiring an AdvisorIn this podcast, Micheal Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what to look for and what to pay attention to when talking with your financial advisor.Brandon LeopoldusHit Play to ListenAdvisory services offered through PPA […]Read More »
Your decision on when to retire and when to start collecting Social Security Benefits can greatly impact your retirement. People are generally living longer today than they did before, which causes them to choose to work longer and delay retirement to save more money. The age and method on when to start claiming Social Security […]Read More »
On February 5, 2019, FINRA (a not-for-profit, self-regulatory agency authorized by Congress to protect the integrity and fairness of the “broker-dealer” industry) issued a new rule requiring brokers to ask their customers to submit the name of an additional personal contact to verify suspicious financial transactions. The new rule is not meant to limit a […]Read More »
As a Certified Financial Planner (CFP®), one of the most important parts of my job is assessing each of my client’s comfort level with risk. How I help a “white-knuckle” investor reach their goals is very different from how I work with a client who is at peace with the market and comfortable with focusing […]Read More »
Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.