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Every week, Ric Edelman brings comprehensive, useful—and entertaining!—financial wisdom and advice to a radio or streaming device near you. Learn something. Or get an answer to your own personal question!

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On this episode:

  • What to Do During Market Volatility
  • Money Is a Fact of Life. And It’s the Parent’s Job to Teach It.
  • Why Living Longer Requires You to Rethink Retirement
  • Could Technology Eliminate Your Job?

These callers were prerecorded and prescreened.

This is a hypothetical illustration and is not representative of the past or future results of any specific investment vehicle.

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.

The 2018 Top 40 Independent Advisory Firm Ranking issued by Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not a component of the rankings because returns are dictated largely by each client’s risk tolerance.

TALKERS magazine’s “Heavy Hundred” ranking is based on a number of both quantitative and qualitative criteria and is determined by collective analysis of the TALKERS editorial board with input from a wide variety of industry leaders. Investor experience/returns were not considered as part of this ranking.

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.

Number of clients as of June 30, 2018

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