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How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more

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Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Let’s say you choose to not have a financial plan. How does this decision impact the confidence you want/need for your future? Read more

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What is goals-based planning?

“A goal without a plan is just a wish.”

Is there something you’ve always wanted to do but still haven’t done it? Maybe time constraints are holding you back or you are unsure if your financial resources will accommodate your plans. Or maybe, like a lot of people we meet, you haven’t taken the time to really think about what you want. Read more

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The Importance of Portfolio Diversification

Published by Don Hagan, CFA

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more

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Ask the Money Maven: Riding the Bucking Bull

By Melanie Hasty-Grant

5 Steps to Overcoming Fear About The Market

Well folks, I can surely say….This ain’t our first rodeo when it comes to the ups and downs of the stock market.  It seems we have quite the perfect storm brewing here in Oklahoma. Between oil Read more

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Ask the Money Maven: Never Let Your Fear Decide Your Future

By Melanie Hasty-Grant

With the markets making a turn for the worst since January, the smell of fear is in the air.  Not only is it in “the air”, you can sense it in the hearts of investors. “F-E-A-R has two meanings. Forget- everything- and -run OR face- everything- and- rise.  The choice is yours.”  I hope you decide to face your fear and rise.  So what does facing the fears of the market mean, exactly? Read more

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Ask the Money Maven: Count Your Blessings

By Melanie Hasty-Grant

With both Thanksgiving and the presidential election this month, I was challenged with whether to write about gratefulness or the election. Then it occurred to me maybe I should write about being grateful that this election cycle is almost over. I know you will be as relieved as I am not to be bombarded with all the negativity and devisiveness, if nothing else! Read more

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Ask the Money Maven: How do you teach kids about money?

By Melanie Hasty-Grant

As a business owner and a parent, I can’t tell you enough how important it is to teach your children about money.  Schools are burdened with far too many requirements these days.  However, personal finance is a topic that is often overlooked in the curriculum.  Children are capable of learning money skills from a very early age.  The following are some guidelines of skills you can teach them at different stages. Read more

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Ask the Money Maven: Big Hat, No Cattle

By Melanie Hasty-Grant

There’s a saying in Oklahoma when speaking about a person who has a tendency to tell big stories and have no follow-through.  We call it “Big Hat, No Cattle”.  Often folks have big ideas but don’t back up their talk with concrete actions.  Now there is nothing wrong with being a “dreamer” but it has long since come to my attention that people of accomplishment rarely sit back and let things happen to them.  They go out and make things happen.  The have a dream, create a plan, take action, and don’t give up. Read more