Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
In this episode, Roni, Jess and Vic talk through the 3 main questions on our clients' minds around the real estate market today. They bring relevant data, perspectives, and stories we've heard from clients and realtors we work with (and even some personal stories), to help make sense of today's unique market.
In this episode, Joe and Vic talk through 8 different investment biases or psychological tendencies we all have as humans, and that may be working against us as investors. They break down each bias in the hopes of arming you to recognize them in yourself before they affect your portfolios for the worst!
In this episode, Alex and Vic talk through some practical tips on being more secure with your data online. They cover everything from email best practices to credit freezes in an effort to make sure your personal information, and finances, remain secure.
In this episode, Jim and Vic talk about all-time highs and what they might mean for you. They do it by answering three common questions that we hear related to this topic: (1) Given recent all-time highs, is now the right time to enter the market? (2) This can't last, can it? What goes up must come down? and (3) If I'm too nervous to enter the market all at once, what can I do?
In this episode, Alex and Vic talk about college planning, and some specific items to keep in mind when it's time to start paying tuition bills. They cover everything from scholarships to tax credits, and give you a high level overview of the best ways to pay for this substantial expense. This is the second podcast of a 2-part series. Part 1 covered best practices for saving for college in the future.
In this episode, Alex and Vic talk about college savings. They discuss three of the most popular and utilized strategies we recommend for our clients when they're thinking about the daunting task of saving for this often-substantial expense.