From this time last year, the S&P 500 is up 100%. That makes it the shortest period in which its value doubled! If you didn't fall off track and kept your money inside your accounts, your gains are looking quite handsome. For those who panicked and moved to cash... it's a different story. But don't lose hope! When transitioning back in, Dollar Cost Averaging will be your best friend.

 

Kent Owings AWMA®, Wealth Advisor

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Broadcasted live on 8/15/2021.

 

Alexandra Lundgren AIF®, Financial Advisor

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Here are the five most common mistakes that Nic sees in his daily work! While this isn't meant to point fingers at flaws, it is meant to help put you on the right track if you aren't there already! Diversification, personalized portfolios, and more!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Now that the Olympic games are over, the athletes are running out of time when it comes to taking full advantage of their broadcast appearances. Sponsorships and other business opportunities swarm many of the games' participants. Sports won't and can't last forever, so who's helping these young people take full advantage of these opportunities? For many, this is their chance to break a generational cycle!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Our fellow pro, Alex Lundgren, joins Nic this afternoon to talk about the benefits that ex-spouses and widows can receive from Social Security.

Alexandra Lundgren AIF®, Financial Advisor

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

The Senate has passed a $1 Trillion infrastructure spending plan. The money will be used to improve roads, bridges, and water treatment facilities to name a few. There's also money to improve broadband access! But this isn't without future tax increases... Nic shares a recent story about his oldest son to teach us how important it is to stay disciplined with our money and not back down!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

If you're a younger listener, you've most likely heard someone tell you that Social Security benefits may not be around long enough for you to see them after retirement. Can that be true? Nic Daniels is here once again this week to explain the situation and what you can kind of expect in the future. While Social Security will probably always be there, it will definitely change!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Broadcasted live on 8/8/2021.

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

As the pandemic starts to slowly fade away, student loans are going to be required to be paid back by those who hold them. On top of that, the two companies that managed these loans in partnership with the federal government have decided to back out! So who's in charge of them now? What kinds of confusion and other issues may this cause for those who owe?

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Our whole lives, we work hard to enjoy the ease of life that comes with retirement. But... it's not cheap. Here are some of the things that may be easily overlooked when planning for your retirement! Health insurance, long-term care, and taxes are the big expenses that most people know to watch out for, but what about the little things? That big lifted truck may not be as cool when you can't get into it at 80 years old!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com