Joel’s Published Column

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Wow! Risk Happens fast!

Wow! Risk Happens fast! Don’t let emotions get the best of you.

I encourage you to not act out of fear, but from a spirit of strength. America will survive COVID-19 and we will be united, and stronger than ever. I will pray for all MCM readers, and look forward to seeing you at the huge party we will have when this is over. Read Joel LaGore’s full article here. 

Assessing Your Risks

Now is the time. For three years, we have encouraged clients to stay invested at the high end of their risk tolerance… It is at this point that we encourage you to take a good, hard look at your Risk Tolerance and how your portfolio is positioned. We are encouraging our clients to go from their upper range of risk tolerance and market exposure to the lower end of their personalized range. Each individual investor is different. There is no “one-size-fits-all” investment management or risk management.

Read the full article about how you can assess your risks here.

The SECURE Act of 2019: Significant Adjustments to Retirement and Estate Planning

As most of us were welcoming family and friends to town for the holiday season, on December 19, 2020, Congress strongly passed on a bi-partisan effort: the SECURE Act of 2019. SECURE stands for Setting Every Community Up for Retirement Enhancement. There have been some major changes here for people already in retirement and for those planning on passing some of their retirement assets to the next generation. Read more of what this entails on this month’s My City Magazine Article here.

Belief in our future: Why we invest

In this month’s My City Magazine article, Joel LaGore states, “As Americans, we invest in many things throughout our lives. We start out investing our time and energy in our personal education. Attending grade school, followed by high-school, some even choosing to further their education in college, is all part of the educational investment that keeps America and ourselves on the cutting edge of innovation. We make this investment in ourselves because we all believe it will yield a better version of our future selves. Some then choose to invest their energy and time into a spouse. We do this again for a similar reason, that our path together holds for a brighter future than our paths apart. It is this constant belief for a better future that helps us shape our decision-making.” Want to read more? Check out the entire article at this link.

Saving for your kid’s education

In this My City Magazine Wellness Magazine January 2020 edition, Joel LaGore says, “teaching our kids to ‘dream big’ and ‘reach for the stars’ has been ingrained in our culture to a point where a college undergraduate degree is almost as prevalent as the high school diploma of years past. While the isn’t a bad thing, it has emboldened educational institutions to increase tuition and fees at a very high and almost linear rate over the last 30 years… but don’t panic!” Read Joel’s advice on how to save for your child’s education by clicking here.