foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
Podcasts
Youtube Videos
Spring Cleaning: Review Your Tax Return
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about reviewing your tax return.
Spring Cleaning: Rebalance Your Portfolio
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about rebalancing your portfolio. A lot has changed in the stock and bond markets in the last few years. 2021 was a fantastic year for stocks, and flat for bonds. 2022 was a bloodbath for everyone, and 2023 was a strong recovery year for both bond and stock investors.
Spring Cleaning: Revisit Your Retirement Timeline & Your Goals
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about why now is a great time to revisit your retirement plan projections, your timeline, and your goals.
5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing over $350 million in client assets.
On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, stick around this week as I talk about:
5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Don't Squander A Large Windfall | Recap
It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.
The theme this week was: Don't Squander A Large Windfall
Don’t Spend Anything For 6-12 Months
This week’s theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall
Today, I’m talking about the importance of not making any major life or spending decisions for 6-12 months after receiving a large windfall.
Yes, You Still Need A Budget When You’re Worth $15 Million!
This week’s theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall
Yesterday, I talked about the never ever’s of a large windfall. Basically these are the rules that you don’t want to break. One of the never evers was never spend more than a small percentage on depreciating assets like cars, vacations, other toys, clothes, eating out, etc.
The Never Evers of A Large Windfall - Part 2
This week’s theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall
Yesterday, I talked about the never evers of a large windfall - in other words, what are the things that you should never ever do. Yesterday’s was so important - the most important one in my opinion, which is never ever take financial advice from family and friends after a large windfall - unless you best friends also happen to be your attorney, your CPA, and your financial advisor.
Today I want to talk about 2 other very important never evers
The Never Evers of a Large Windfall - Part 1
This week’s theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall
Today, I’m talking about the Never Evers of a large windfall.
Monthly Market Updates
Economic & Market Update | 1st Quarter 2024
1st Quarter 2024 Commentary & 2024 Outlook – Stocks have reached new all-time highs due to lower inflation and an acceleration of earnings. The economy and markets remained incredibly resilient in 2023, which has continued in the first quarter of 2024
Economic & Market Update | 4th Quarter 2023
Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.
Economic & Market Update | September 2023
Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.
Economic & Market Update | July 2023
Stocks continued to climb a wall of worry in the first half of 2023. The S&P 500 was up nearly 16% this year at the close of the second quarter, and the Dow Jones Industrial Average has climbed 3.8% this year, despite soft economic data, prominent bank failures, fears about the debt ceiling, and continued worries about an imminent recession.
Economic & Market Update | April 2023
Stocks rallied sharply to start the year as inflation subsided and investors grew increasingly confident that the Federal Reserve was nearly done raising interest rates.
Economic & Market Update | January 2023
2022 will go down in history as one of the worst years for both stocks and bonds ever
Economic & Market Update | July 2022
Stocks and bonds are having their worst 6-month start to a calendar year in decades.
Economic & Market Update | April 2022
The central concern, at least for Americans, is the current state of inflation and how our leaders plan to address it.
Economic & Market Update | January 2022
We remain optimistic about 2022, but we expect more muted returns on stocks and a challenging year for bonds…
Market & Economic Outlook | July 2021
Stocks continued to climb in the second quarter finishing up 8.2% as Covid-19 cases plunged 96% and almost 70% of U.S. adults got vaccinated. While concerns about the Covid Delta variant and inflation have investors on edge, the stock market performance in 2021 remains strong…
