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Latest Episode
Optimism Is Sweeping Across the Country
January 23, 2021: Optimism Is Sweeping Across the Country
It pertains directly to personal finances, although it might not appear so at first. Listen to Ric Edelman reveal the mysterious forces at work.
Duration: 82:40
On this episode:
- The Honeymoon Period Is Already Over
- The new administration must get down to business right away. Listen to Ric Edelman explain the implications for the economy, taxes and your money.
- Tax Season Is Right Around the Corner
- Will you be ready when it officially starts on Feb. 12? Listen to Ric Edelman update you on important information and share a warning from the IRS.
- CHERISH These Moments Because Life Is Short
- Never take for granted the important things. Listen to Ric and Jean Edelman spread more wisdom with a special word of the week.
- What Is Your Investment Strategy?
- We apply a time-tested approach to the portfolios we manage for clients. Listen to Ric Edelman discuss our strategy and explain why volatility is nothing to fear.
These callers are prerecorded and prescreened.
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.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.
InvestmentNews ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center
The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.
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