Everyday Wealth

Soledad and Edelman Financial Engines wealth planner Brian Leslie discuss the benefits of buying and investing through dollar-cost averaging in a bear market.

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels.

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

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Recent data shows that many people in the U.S. are flush with cash. In this highlight, Edelman Financial Engines wealth planner Brian Leslie walks Soledad through tactical guidelines and considerations to get your excess cash to work for you.

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels.

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

See omnystudio.com/listener for privacy information.

Financial news professional Jake Novak joins Soledad to discuss what’s happening with the economy – from rising inflation rates and the Fed policy, to earnings reports and the financial impacts of the heat wave in Europe.

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With all of the economic turmoil and volatility lately, many investors are left wondering what to do with their wealth. In this episode of Everyday Wealth™, Soledad O’Brien is joined by analyst Jake Novak to share what’s happening in financial news and what it actually means for investors. Edelman Financial Engines wealth planner Brian Leslie joins Soledad to provide tactical steps people can take in a bear market. Later in the episode, as a part of our new monthly segment called Investing Sense, Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, explains how behavior such as narrow framing can get in an investor’s way.

This show is pre-recorded, and any callers are prescreened.

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels.

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

See omnystudio.com/listener for privacy information.

Financial therapist Amanda Clayman discusses ways to help bring stress levels down during uncertain times, including rethinking what you’ve been taught about finances from a young age and having a “money container.”  

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Jean and Soledad talk with financial therapist Amanda Clayman about the emotional, relational and psychological aspects of finances and how to cope with and understand how to manage stress and anxiety surrounding it.

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Edelman Financial Engines wealth planner Andy Smith gives Jean and Soledad three simple tips that can make dealing with stressful financial times a little easier. 

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Financial stress levels are rising so having a planner who can help alleviate some of the stress and anxiety is vital. But how do you know you’re getting your money’s worth? Jean and Soledad talk to Edelman Financial Engines wealth planner Andy Smith about what you should expect from your planner and what to do if you’re not getting it.

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When it comes to your wealth, it may seem like everything is at risk, but some decisions you make are more risky than others. Edelman Financial Engines wealth planner Andy Smith talks to Jean and Soledad about how to think about risk as you plan to build your wealth.

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Given the current state of the economy, all of the talk about a potential recession, rising inflation and interest rates, as well as market volatility, it’s no wonder that financial stress is on the rise. So how do we conquer it? In this episode of Everyday Wealth™, Edelman Financial Engines wealth planner Andy Smith joins Jean and Soledad to discuss how a wealth planner can help lessen the stress. Later, Jean and Soledad talk to financial therapist Amanda Clayman about how to feel more balanced and less stressed when it comes to your finances.

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