671 Winkler Dr. Wooster, Ohio 44691
Ep 11: RMDs

Ep 11: RMDs

Today’s show revolves around required minimum distributions. Taylor will break down what this term means, how it works, and possible problems people may run into when dealing with this facet of the financial world.

Ep 10: Attitude Of Gratitude

Ep 10: Attitude Of Gratitude

As we get into the holiday season, you may hear more people talking about the importance of gratitude. It is important to keep this same idea when it comes to your finances. Perspective matters when it comes to investing and Taylor will help explain how a change in attitude can positively affect your financial life. There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

Ep 9: When Life Ruins A Financial Plan

Ep 9: When Life Ruins A Financial Plan

There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

Ep 8: How To Handle Market Declines

Ep 8: How To Handle Market Declines

We are in an uncertain time period with all of the political tension and negative news coverage surrounding the markets. It is important to understand the reality of declines that happen when you are investing. Taylor will discuss historic trends surrounding market declines and give advice on how to stay calm when these declines arise.

Ep 7: How To Create A WINNING Budget

Ep 7: How To Create A WINNING Budget

Budgeting can seem to be such an important part of life. People usually need to budget for items such as houses, cars, and children. It can be overwhelming to think about being able to afford these costly expenses. Let’s break down a few budgeting techniques that might help you save for your next big purchase.

Ep #6: Portfolio Design – Measuring Risk

Ep #6: Portfolio Design – Measuring Risk

This episode is the third installment of the Portfolio Design series. Risk is a huge factor to consider when designing any portfolio, but how do you know if you’re taking on too much, or too little risk? Taylor explains a few factors to consider and some ways to even calculate the risk in your portfolio.

Ep #5: Portfolio Design – Why International?

Ep #5: Portfolio Design – Why International?

We continue our discussion last week on how to design a portfolio. This time we key in on international investing. There are a plethora of articles that explain why you should not invest in international companies. Do these articles have a point? Taylor will discuss what exactly comes with international investing and how it might affect your portfolio.

Subscribe To Our Newsletter

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from Fike Advisors.

Thanks for signing up! Keep an eye on your inbox for our next newsletter!

© 2018 All Rights Reserved. | Fike Advisors | View our Website Disclaimer