The Saver’s Dilemma October 21, 2020 | Financial Planning, General, Ogorek Blog, Retirement Is now the time for risk averse investors to throw in the towel and move into the market? Looking outside the U.S. may provide perspective.
The Tortoise vs. The Hare October 12, 2020 | Financial Planning, General, Markets, Ogorek Blog With the market set for greater volatility ahead, we believe a portfolio offering some downside protection is a good bet moving forward.
Pros and Cons of a 401(k) Rollover October 9, 2020 | Financial Planning, General, Ogorek Blog, Retirement When retiring, an important 401(k) question to consider is, should I stay or should I rollover? Here are the pros and cons of each side.
Advising Clients Who Exhibit Signs Of Cognitive Decline September 25, 2020 | Financial Planning, General, Ogorek Blog, Retirement With the benefit of longevity, comes the increasing risk of cognitive decline, notably Alzheimer’s disease or dementia.
Four Tips For Impactful Charitable Giving September 11, 2020 | Financial Planning, Ogorek Blog, Retirement With so many people in need of support, these 4 tips may help you get the most bang for your charitable donations buck.
Why The Unemployed Prefer Work To Unemployment Benefits September 9, 2020 | Financial Planning, General, Ogorek Blog Did the CARES Act served to disincentivize workers from returning to their lower paid jobs? The results of a survey may surprise you.
Are Your Investments Controlling You? August 26, 2020 | Financial Planning, Markets, Ogorek Blog, Retirement What is the best use of your time? The decision to manage your investments or turn over control to a professional depends on that answer.
The Case for Dividend-Paying Stocks August 24, 2020 | Financial Planning, General, Markets, Ogorek Blog With bond yields so low, why aren’t investors turning to dividend stocks for income? The charts here explain the difference between yields.
How The U.S. Got Hooked On Debt August 19, 2020 | Financial Planning, General, Markets, Ogorek Blog What two assumptions have resulted in policies and electoral results that continue to bring us closer to a day of financial reckoning?