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Movin' on up: Can the stock market keep cruising higher in 2018?

Air Date: Jan 13, 2018

Last year was historic for the stock market, not only because of the positive returns every month, but also because of the low volatility on which these returns were earned. The stock market is off to great start this year, but will the smooth ride continue? Plus, our live portfolio review asks the question: when is NOT taking enough risk actually a BIG risk? Also, if you’re already struggling with your resolutions, Andy gives his S.M.A.R.T. guidelines for setting goals in 2018 and beyond.

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A smooth ride, or bumps ahead? – Coming off the heels of last year’s returns, 2018 is off to a great start, with the DOW hitting another new milestone last week. But many American investors are still sitting on the sidelines. Since there wasn’t much of a dip to buy last year, Bob points out that it’s hard to get back in the market with no obvious buying opportunities. However, after crunching the numbers, Andy shows how costly it can be to NOT take advantage of this historic run in the stock market.

LIVE portfolio review – Bryan writes in about his conservative portfolio, including a large position in CDs. Andy warns that Bryan, like many people, is basing his financial plan on an outdated and silly “rule of thumb.” The advice Andy gives Bryan sounds almost counterintuitive: sometimes NOT taking enough risk can be a BIG risk as you plan for living in retirement.

S.M.A.R.T. goals for the new year – This time of year, everyone is making new resolutions, or perhaps a better term is “goals.” Andy shares a framework that he uses with clients when setting financial goals: the acronym S.M.A.R.T: Specific, Measurable, Achievable, Relevant, and Time-Bound. Setting these types of goals can feed into and help inform your comprehensive and personalized financial plan.

Full Interview: Deacon Hayes – Deacon Hayes, author of the new book “You CAN Retire Early,” talks about how it IS possible for nearly anyone to retire early. What does that look like and what steps can you take now to reach this goal?

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