Market Volatility, Inflation, Interest Rates and Your Retirement

Brogan Financial - Market Volatility, Inflation, Interest Rates and Your Retirement

The following is a Q&A with Jim Brogan and David Wagner, Equity Analyst & Portfolio Manager for Aptus Capital, and it took place on Jim’s radio show, More Living with Jim Brogan, on October 29th. They discuss some key areas that have the potential to impact your retirement savings in the current market and economic environment. Markets are unpredictable and volatile. We know that in the short-term, markets are a toss-up. However, historically, over time, markets have delivered increasing returns. What is the importance of time when investing into the capital markets? Warren Buffett is one of the most […]

Rediscover the Value of Yields in Tough Markets

Rediscover the Value of Yields in Tough Markets Brogan Financial

For decades, the name of the personal finances game has been asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth may have ballooned in the process. But how safe do you feel with your wealth in those stocks? Would you feel comfortable with a 10% drop right now? A 20% drop? Maybe even more? If such a drop is a significant setback, ask yourself if […]

A Financial Advisor Can Prepare You for A Wintery Market

A Financial Advisor Can Prepare You for A Wintery Market Brogan Financial

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be icy sidewalks and driveways. If you live in warmer states, maybe you’ve closed your windows and patios and put your fans and AC units away. The same way you prepare for the winter, you might have to prepare your retirement finances for a potential […]

What Volatility Truly Means

What Volatility Truly Means Brogan Financial

It is very common lately to hear the word “volatility”. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means. Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a downward trend. The Ups and the Downs It’s important to make sure your financial plan is protected against downward trends. When markets are smoothly climbing, it can seem as if there is little danger involved in holding risky assets in your retirement portfolio. But […]

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