All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
 

This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, FL, HI, IL, IA, KS, KY, LA, MO, NE, NC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.

(c)2020  

The Reality of Market Volatility

Roger Abel, AIF and Jeff Johnston, ChFC talk about the 'real danger' of market volatility: your reaction to it. 

Plus they answer listener questions about what to do with a growing emergency fund, encouraging your spouse to be more involved in the finances, and paying for cash vs. financing a car. 
 

The Retirement Savings Crisis

Roger Abel, AIF and Jonas Everett talk about how 30% of workers over age 55 have no retirement savings or pension, and what they can do now to catch up. 

Plus they discuss how to manage expectations in a diversified portfolio.  
 

Paying Yourself First

Roger Abel, AIF and Jonas Everett talk about the importance of paying yourself first.

Plus they answer a listener question about taking a loan from your 401(k).