Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more. In this episode, Peter Raskin answers some of the frequently asked questions he gets asked as a financial advisor. Peter discusses: If you should make changes to your portfolio given …
As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve your customers. In this episode, Peter Raskin talks with Pete Minich*, owner of Fresh City Kitchen. Pete explains how the …
What is stewardship and why is it important for our families and communities? In this episode, Peter Raskin speaks with Rev. Jolie Olivetti from the Unitarian Church of Sharon. They discuss how stewardship is a core belief and value for many. Jolie discusses: What it means to be a steward of your community and your …
April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging. What is the best way for financial planners to coach their clients on how to best handle the market …
Investors see capital gains as both good and bad news for their investment portfolio. The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments. What is the best way for investors to maneuver between these two extremes? In this episode, …
The saying “prevention is better than the cure” is typically reserved when discussing physical health. What if we said the same phrase can be applied to cyber crime and identity theft as well? In this episode, Peter Raskin discusses steps that you can take to reduce your chances of identity theft or a cyber crime …
Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights. You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct …
There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions to help determine where you would like to allocate your funds: What is the cause? Who is the money going to? Why should I give my money away? In this episode, Peter …
How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also …
A company’s environmental and social impact is becoming increasingly important to investors. In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable …