Is your financial advisor doing all they can to keep you on the path of success?

There are six main areas that your financial advisor should be focusing on and providing to you, the client as part of their services.

In this episode of A Life Well Lived, Ken Ouellette explains the six different areas of financial advising in detail along with sharing stories and solutions.

Ken discusses: 

• The importance of planning before retirement

Connect with Ken Ouellette:

• Orca Wealth Management

Are you working the land of the market landscape and trying to find those dividend-paying companies?

When you invest in dividend-paying stocks, you’re essentially investing in companies committed to returning value to their shareholders. But not all dividends are created equal.

Listen in as Ken Ouellette explains how dividends work in good and bad markets and how you can successfully integrate a dividend approach into your portfolio.

Ken discusses: 

• The basics of dividends

Connect with Ken Ouellette:

• Orca Wealth Management

Making investment decisions based on fear, greed, and listening to the media has the potential to cause some major damage to your portfolio. 

Investing can be risky, but the potential for reward is high if you know how to handle your investments when the market is low.

In this episode, Ken Ouellette takes a look at the stock market from the perspective you didn’t know you needed as Ken examines the market corrections and provides valuable techniques you can use to handle a bear market situation.

Ken discusses: 

• The difference between corrections and bear markets

Resources: 

• E.F. Hutton Commercial 1986 

Connect with Ken Ouellette:

• Orca Wealth Management

Volatility is often associated with the markets going down. But, if you have well thought-out and effective strategies in place, volatility can be what makes you money. 

In this episode, Ken Ouellette talks about the importance of volatility. He shares must-know recommendations to handle its ups and downs with less stress, and more financial security. 

Ken discusses: 

• The importance of not panicking during market volatility

Resources:

• A Life Well Lived: Opening the Door to A Life Well Lived with Ken Ouellette, CPM® (Ep. 1)

Connect with Ken Ouellette:

• Orca Wealth Management

If you commute regularly you might have noticed an increase in the price of gas.

What’s the reason behind it? When are the prices going to stabilize?

In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered. 

Ken discusses: 

• Potential signs of gas and oil prices going down in the near future 

Connect with Ken Ouellette:

• Orca Wealth Management

If you commute regularly you might have noticed an increase in the price of gas.

What’s the reason behind it? When are the prices going to stabilize?

In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered. 

Ken discusses: 

• Potential signs of gas and oil prices going down in the near future 

Connect with Ken Ouellette:

• Orca Wealth Management

It’s no secret that interest rates are going up, leaving many people feeling helpless. 

In this episode, Ken Ouellette dives deep into interest rates and addresses some fears and concerns people may have when it comes to changing interest rates. He offers strategic advice on how to stay on top of changes to your financial account that could affect your finances. 

Ken discusses: 

• How interest rates can put a hamper on your fixed-income investments 

Connect with Ken Ouellette:

• LinkedIn: Ken Ouellette 

It can be challenging to know when exactly to invest, how, and what strategies are going to work for your portfolio.

Diversification is an investment strategy that has the potential to be incredibly powerful when used correctly and strategically.

In this episode, Ken Ouellette explains why diversification is so important when it comes to risk mitigation with your investment portfolio. He also reveals how, when not done properly, diversification can result in some devastating consequences. 

Ken discusses: 

• What it really means to have a well-diversified portfolio

Connect with Ken Ouellette:

• LinkedIn: Ken Ouellette 

It’s no surprise that prices have been rising and inflation is at an all time high. But what can you do about it today to help protect your finances tomorrow?

More than you might think.

In this episode, Ken Ouellette talks about the recent increase in inflation that our country and the rest of the world have been having. He also provides some advice to help combat inflation. 

Ken discusses: 

• How fast prices are rising and methods we can use to measure it 

Connect with Ken Ouellette:

• (727) 938-1600