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Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 to discuss a year in review, what we could expect in 2023, and how hitting the debt ceiling could affect the market. Click the play button below to listen!      

The Basics of Financial Literacy in Retirement Brogan Financial

Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. With no earned income coming in, there will be a new rulebook on how to manage your retirement earnings, expenses, and investments – not just so that

5 Unique Risks for the Affluent Investor Brogan Financial

You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation

Are You Asking the Right Questions Before You Retire? Brogan Financial

You might remember a time when markets kept increasing and your retirement portfolio was “smooth sailing.” But that was before the recent inflation numbers and market correction. You may have built a substantial nest egg, but you may be concerned about how you will maintain your lifestyle in retirement and how you will avoid running

What You Need to Know About the State of the Crypto Industry Brogan Financial

2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged among some of the most established crypto companies. Instead of getting into the weeds of what the technology of crypto is or the genesis behind its creation, it’s more important to understand

Secure Act 2.0 Passes Congress: What You Need to Know Brogan Financial

Exciting news! The US Congress has approved the SECURE Act 2.0 under an omnibus act, which involves a series of alterations to the retirement system. These modifications are an extension of the Secure Act of 2019 and are contained in the $1.7 trillion omnibus bill, which is anticipated to get signed into law by President

Turning 59.5? Here are the Factors to Consider Brogan Financial

Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement. If you are turning 59.5 this year, you will become eligible to withdraw from your retirement accounts without penalty.

4 Ways to Prepare No Matter What the Future Brings

Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement. As someone who has worked hard for what they’ve earned and is likely invested in America’s future, you may be concerned about what the future could bring. But, it’s important to

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Jim Brogan joins Bob Yarbrough where they discuss the current housing market, the interest rate environment, what is coming in 2023 and more. Click the play button below to listen!

3 Factors to Know for Rising Interest Rate Conditions Brogan Financial

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in 2022, reaching a target of 3.75%-4.0% in November.[2] This rise in the cost of

2 Reasons the Generic 60/40 Portfolio Fails Brogan Financial

Many investors over the years have followed the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety net in bonds.[1] The assumption was

What You Need to Know about Index Funds and Mutual Funds Brogan Financial

On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket of stocks that aim to meet a certain investment goal. However, there are many key distinctions that separate an index fund from a mutual fund – distinctions that may be crucial to

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