Column, Money Matters

How to navigate social security

By Kevin Theissen Social Security is a critical component of many Americans’ retirement financial strategy. Before you begin taking it, consider ways to maximize this retirement income source for yourself. When to start? You have the choice of 1) starting […]

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Column, Money Matters

Risk perspective

By Kevin Theissen Risk is a factor in every investment decision that you make, and your tolerance for risk is an important consideration, when making decisions alongside your trusted financial professional. Risk tolerance is balanced against your time horizon: the […]

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Column, Money Matters

How we decide

By Kevin Theissen Information vs. instinct: When it comes to investing, many people believe they have a “gift” for choosing good investments. But what exactly is that “gift” based on? The truth is, the choices we make with our assets can […]

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Column, Money Matters

Ready to spend

By Kevin Theissen Over the past year, scientists raced to develop effective Covid vaccines, and governments and companies worked to make vaccines available. There are now multiple vaccines approved in most countries around the world. More than 2 billion doses […]

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Column, Money Matters

Wall Street cliches

By Kevin Theissen Pundits say a lot of things about the markets. Here is a small handful: Buy the rumor and sell high, because there’s no such thing as a free lunch. Prediction is difficult, but never catch a falling […]

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