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A Game of Risk

A while ago, I had a conversation with a friend about our respective businesses and the changes we made due to Covid. When I told him that our investment managers moved away from investing in funds to investing in individual stocks, He said... “That sounds really risky! What’s going to happen when the market crashes?"

Investing Planning
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Is it Time?

The last two weeks brought a lot of new information for us to digest. Does this mean we can march confidently into the next growth cycle? It’s too soon to tell for certain. A lot can still change. I encourage you to think about three questions before making any big decisions.

Investing Cash Flow Planning
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Pillar6 Update (COVID-19 Be Damned)

Schools Close, California governor issues a Shelter In Place order, Stocks enter the Bear Market, Businesses are closing doors. This was just the last 72 hours....So what do we do, where do we turn, what's going to happen?????? Hey everyone, this is Roman sharing our thoughts and feelings about the impact of Covid-19 on our lives, our businesses, and our personal finances. We're fully operational, observing, researching, adjusting and managing your financial affairs without skipping a beat. Wishing you well!

Investing Insurance Cash Flow College Retirement Planning Lifestyle COVID-19
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Market Outlook (March 2020)

Can this market sell-off go any further? In this video, our portfolio manager, James Anadon shares his insights into the recent market decline triggered by COVID-19, what this means for our investments and ways to navigate the market going forward. Set up a free portfolio review with James: https://calendly.com/janadon.

Investing COVID-19
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Coronavirus Selloff (Early Stages)

What's driving this market correction? And what can we do about it? This video is presented to give our clients an inside look of where the market is today due to the coronavirus (COVID-19), and how that impacts our decision making in managing portfolios. To schedule a complimentary portfolio review click here https://calendly.com/janadon.