Rebalancing Your Portfolio

Should investors make regular adjustments?

presented by Clear View Financial Services, LLC

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of different investments can shift a portfolio’s intent as well as its risk profile. It’s a … Read More

Living the RV Lifestyle After Retirement

Douglas YoungUncategorized

At some point, we all have probably heard the phrase “living the dream” – but this phrase often means different things to different people. For some, it might be living in a luxury suite with someone bringing them caviar and champagne at their command. For others, it is traveling the world in a recreational vehicle (RV), with few cares about … Read More

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years.

presented by Clear View Financial Services, LLC

What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to a financial professional with one goal in mind: the “alpha” objective of beating the market, quarter … Read More

The Ultimate Retirement Checklist: 10 Things To Do Before You Retire

Stephen WierhakeUncategorized

You’ve been working for a long time, and retirement is starting to cross your mind. You’re excited but you’re also getting worried that you may not be ready to retire. We are here to put that worry to rest. That is why we’ve put together this comprehensive checklist for you to follow before you make the big leap into the … Read More

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.

presented by Clear View Financial Services, LLC

“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets and intermediate and long-term bonds may underperform and exert a drag on overall portfolio performance. … Read More

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans.

presented by Clear View Financial Services, LLC

Keep Calm, Stay Invested

Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many good reasons to remain in the market rather … Read More

Retirement Issues That Have Nothing to Do with Money

Douglas YoungUncategorized

Retirement Issues That Have Nothing to Do with Money

Retirement planning isn’t just about your financial affairs. Other factors that are harder to quantify impact your overall happiness and are just as important as money when you think about your life after work. People Social interaction boosts our emotional and physical well being! Making your home in a walkable community where you have opportunities to socialize may be more … Read More

Are You Emotionally Prepared for Retirement?

Douglas YoungUncategorized

Are You Emotionally Prepared for Retirement?

In the years preceding retirement, you may anticipate stopping work as a happy occasion, a positive change. However, some people may find themselves experiencing a range of negative emotions. How do you prepare yourself emotionally for your transition from a busy career to a fulfilling retirement? Depression Imagine a well-paid marketing manager at an agency whose personal identity is closely … Read More

Bicycle Culture in Punta Gorda

Douglas YoungUncategorized

Bicycle Culture in Punta Gorda

Punta Gorda is brimming with bikes! If you’re new to the area, you’ve no doubt noticed how many cyclists there are on our roads and pathways. You may have also been taken by whimsically painted bicycles leaning against fences or parked in front of stores. They’re often adorned with baskets full of flowers. The cycling culture in PG is heartily … Read More