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What To Do When Interest Rates Are Near-Zero And You Need Income

November 18, 2020 | Financial Planning, General, Markets, Ogorek Blog

What should investors do when bonds no longer generate meaningful income? Here are 3 steps to improve the income potential of your portfolio.

It Can Happen To Anyone

November 13, 2020 | Financial Planning, General, Ogorek Blog, Retirement

If you don't know what to look for, you may be easy prey for scammers. Here are five telltale signs to help you avoid being a victim.

What Josh Allen Can Teach You About Investments

November 11, 2020 | Financial Planning, General, Markets, Ogorek Blog

It takes courage to go against the consensus when placing investment bets for clients, or for that matter, selecting a franchise quarterback.

The Missing Piece Of Your Estate Plan

October 30, 2020 | Financial Planning, General, Ogorek Blog, Retirement

With more and more of our life online, have you accounted for your digital assets? Here are four tips to get started.

Beware of Peer to Peer Payment Apps such as Venmo, Zelle, and CashApp

October 23, 2020 | Financial Planning, General, Ogorek Blog

Cashless payment apps can be attractive targets for scammers. Here are some best practices to follow when using them.

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.

Ogorek Wealth Management, LLC