Posts by Dan Searles
Geopolitical Shocks & Historical Trends in the Stock Market [Video]
Does history repeat itself in the stock market? What’s happened in the past doesn’t necessarily reflect what’s going to happen in the future, but it does give us a barometer and a reason not to panic. Let’s look at some historical trends of major geopolitical…
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What Does a Financial Planner Do? Can They Bake a Cherry Pie?
Our founder, partner, and financial advisor, Dan Searles CFP®, RFC®, CEP®, LUTCF explains what a financial planner does using examples from his family life. If you’ll allow me the grace of an analogy we’ll have some fun and I’ll answer our most commonly asked question,…
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How to Avoid when Something Bad Goes Wrong [Video]
So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple. Fortunately, that’s been a very good stock.…
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Happy Holidays & Happy New Year [Video]
Hello everybody, it’s been a while since Avi and I have met with you, but she wanted to make a Christmas video, and I thought that was a great idea. Happy Holidays, Merry Christmas, Happy Hanukkah and a Happy New Year. 2020’s been really, really…
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Financial Planners Don’t Have a Crystal Ball [Video]
Today I want to clear up a misnomer that I hear all the time. I get asked… “What does a financial planner do?” “Can he get me out of the market and keep the stock market crash from happening to me?” The answer is No.…
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Good News about Life Insurance [Video]
Today, Dan and his granddaughter, Avi, are here to share some good news about life insurance. In January of this year, the Trump administration passed a new rule where all life insurance companies have to use the 2017 mortality tables. What does it mean? It…
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RMDs for 2020 are waived by the CARES Act [Video]
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a relief bill passed by Congress in late March 2020 to provide economic relief to Americans during the current pandemic emergency. This bill has suspended the Required Minimum Distributions (RMDs) from retirement accounts for…
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Establishing Reliable Retirement Income Portfolios [Video]
Let’s explore how to establish Sustainable, Stable Retirement Income Portfolios Growth We all want growth in our portfolios and, ideally, that growth at least exceeds inflation. If you don’t have growth in your investments, you’re going to get poorer as you get older, which is…
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Surviving Difficult Times with Fran Tarkenton [Video]
I was fortunate to have the opportunity this week to interview Fran Tarkenton, NFL Hall of Fame quarterback and successful entrepreneur and TV star. We were discussing “Surviving Difficult Times” which couldn’t be more timely. I encourage you to take a little time and soak…
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My Thoughts on the Coronavirus Crisis [Video]
Hi folks, this is Dan Searles. I guess we’re all wondering if we’re in the middle of a zombie apocalypse here. I don’t think we are. The economy has gone through real problems like this before, really atomic hits if you will, with Kennedy being…
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