Jan 29, 2024
Beating the market is something that many people have tried to do, but a rare few have succeeded. Many investors compare their investments to certain indices when attempting to beat the market. But are indices a good benchmark? Dean Barber and Bud Kasper, CFP®, AIF® have said countless times that there are two...
Jan 25, 2024
Everyone makes mistakes. There’s no denying that. But there are so many mistakes that can be avoided, especially when it comes to protecting your wealth. That’s why it’s critical to work with a team of financial professionals to make sure that you don’t make any mistakes that can derail your plans for...
Jan 22, 2024
A successful retirement is something that everyone strives for, but it isn’t something that you can simply speak into existence. Achieving a successful retirement requires thorough planning before and after you retire. Hopefully, this list of retirement strategies that we’ve composed can help you get to and through...
Jan 18, 2024
In today’s episode, Dean Barber and special guest David Mitchell of AllianceBernstein examine the prospect of municipal bonds in 2024. After two years of down returns in the bond market, it may seem like a place to stay away from, but Dean and David discuss how there maybe opportunity on the horizon.
Financial...
Jan 15, 2024
We’re still in countdown mode after watching the ball drop in Times Square on New Year’s Eve. Today, Dean Barber and Bud Kasper, CFP®, AIF® are going to count down our top five financial planning considerations.
Retirement Plan Checklist: https://bit.ly/41X4YSW
Financial Planning Tool: https://bit.ly/47pzLJ2
Meet...