The history of the S&P 500 and Dow Jones. Also, when to liquidate assets and understanding Private Equityبقلم Rob Dalton

We discuss proper health care, world history and some of Bryan's 4 books, and what a typical client is for Bryan.بقلم Rob Dalton

World Markets in 2019, Social Security Benefits and Retirement is more than money.بقلم Bryan Rigg / Rob Dalton

This episode has 2 studio guests, consumers, and we discuss and define Mutual Funds, Index Funds, Apps for investing, Penny Stocks, Cost of getting started, Risks for single people, and women in business

We're going to talk today about four different things. We're going to lead off with annuities. When we talk to new clients, and we talk to people who listen to the show, the feedback is everyone's heard about annuities, and everyone's heard about CDs. It's because it's what banks do. It's safe. It's a reasonable return, and there are expectations t…

We are here every Saturday morning during the seven o'clock hour. We like to talk finance. Normally we come in here every weekend, and we like to discuss four or five topics that fill the hour. We're going to do something a little different this morning, and we hope you stick around for it. We've compiled a list of over 50 questions that we've gott…

We are going to talk about four different things today. Each one of them is going to be about 15 minutes, so we'll take up a little bit of time on each topic. First, we're going to get into sectors of the market and investing within sectors. It helps you pick a sector within the market that gives you a little more general insight. We're going to ge…

We are here every Saturday morning at the same time to talk about finance, financial wealth, and understanding and managing your portfolio, whether you do it yourself, or you happen to be a fan of Rigg Wealth Management or anybody else out there. We want to help you understand that there's proactive stances and actions you can take to make yourself…

I want to cover a couple of things that we're going to talk about today. Our segments are going to be the stock market being up and down, how much do we need to pay attention. Some horror stories, some dos and don'ts. Our third segment's going to be, "How much money do I need to retire?" We're going to end up with teaching our kids and families abo…

We've got four segments that we're going to talk about and fill today. The first one is what to do if you're in your 30s. Is it too late? Of course, it's not too late, because we talk about how time is the best thing you can have on your side when saving. We're going to talk about, "What if you're 35, and what can we do?" The second segment, we're …

Now, that fall is here we wanted to bring everybody back in for one big round table discussion. Again, welcome WRR listeners. We are here again to talk about financial strategies and financial management. Our show is different. There's a lot of other financial shows on the airwaves here in Dallas?Fort Worth, but we really don't do the hard sell. We…

Today, we're going to capture that essence. Normally we have a full segment, 10, maybe 11, 12 minutes of a particular topic. Today, we're going to change it up a little bit. We've got some questions from some of our listeners, emailed as well as voice mails. We're going to go down through a nice list of questions that people have asked about stocks…

What is Your Risk Appetite? We're going to occupy the hour with four topics. We're going to start out with the topic of how to measure one's risk. What's the risk appetite? It's different for every single person, so we're going to talk to Bryan about that. Speaking of world politics and stuff, world history and its influence on investing. That'll b…

Doing nothing is the decision not to do something, and that gets you nowhere in a hurry. We just try and remind you that doing something, as little or as big as it may be, doing something is the proper plan. We're here each week at this time, right here on WRR, to talk about the terms and the vocabulary, because the fear of the unknown and not talk…

Today, we're going to capture that essence. Normally we have a full segment, 10, maybe 11, 12 minutes of a particular topic. Today, we're going to change it up a little bit. We've got some questions from some of our listeners, emailed as well as voice mails. We're going to go down through a nice list of questions that people have asked about stocks…

We're here to talk about financial management, savings, and planning for retirement, but really, it's about how to be frugal, how to invest properly, and how to have more money than when you start. A lot of people, as we've talked about before, just don't understand the financial realm. It's not a language we all speak. Sometimes it's just as forei…

Bryan Rigg is our wealth professor. This is "Wealth Strategy with Bryan Rigg." We are here at this same time every weekend to talk to you about financial management and running your own world with your own finances. Sometimes you need some help. A lot of times you need help. We're here every week to talk the finance talk, but not in the vocabulary …

We've got some segments we're going to burn, but first, we're going to talk about politics and examples of what's being so impactful in politics, the pros and the cons, and why politics can be such an influence on not just the economy but the market. Then we're going to talk about banks as a method of investing. Everyone has a checking and savings …

Today we're going to hit on a few topics that I think you'll find interesting. We're going to talk about savings plans for college education, then we're going to roll into some big mistakes that people make in saving for retirement. Later in the show, after the bottom of the hour, we're going to deal with the cost of healthcare after retirement. Ho…

What we're talking about today is leading off we'll talk about stocks and bonds. Now, you hear the words stocks and bonds together, but we're going to talk about how they're actually different. We're going to talk about what it's like to save at 55. Is it really too late to start planning if you happen to be in your mid 50's? The answer is no, but.…

Folks, we're glad you're with us here for the next hour. I want to say thank you for letting us contribute to part of your day. We are here every weekend at this time. It is the weekend. It's a great weekend. We're looking forward to having you with us. We're going to talk about a few topics today. We're hitting on four in particular we think you m…

Coming up today, we're going to talk about stock markets being up and they're down. Is it anything to worry about? Do we need to watch and worry about it? We'll also talk about what banks ?? what they do with our money when we give it to them for savings and checking. We talked off air about what we do with our kids, and how we raise our families, …

What Exactly is an Annuity? We're going to discuss annuities. What exactly are they? Should you or should you not participate in an annuity program? Also, the definitions and the differences in IRAs and 401Ks. We bounce those numbers around and those items. We consider them in our portfolio, but what are they? What are the differences? We also want…

A trust fund is a vehicle you can use during your life. You can do an irrevocable trust. Then it's solid. It's active, once you fund it. Or you can have a revocable or a trust you fund on your death. This trust, then, will benefit either a foundation or benefit your heirs, your children, your grandchildren, nieces or nephews, whoever you earmark fo…

There is a difference between the way men and women invest. There are some, I don't want to say genetic differences, but there are philosophical difference on how and what they're comfortable with, speaking of risk appetite. Also, we're going to do a topic on taxes and investing. There are some dos and don'ts. The government will penalize you for s…

We're here today for an hour to talk about wealth, and wealth planning, and financial planning, and your retirement, and saving in general. It's not something we do automatically or organically. Having the knowledge to do it and do it right is very empowering. We want you to know because knowledge is power. The topics we'll be covering today are co…

We're here today to talk about financial strategy, financial wealth management. We're also talking about what to do today for tomorrow, and what to do tomorrow for the beyond tomorrow later in life. We're going to talk simple talk. We're going to break things down and make them digestible. We wanted to thank you for being with us today, and listeni…

We're here to talk about not just finances and financial wealth but planning, proper planning, retirement, and saving for schools. There's all sorts of ways you can save money. We're now in a culture where we need to take care of our money for today, for tomorrow, and for the long term. We're here every week, just to keep things simple, just to edu…

Let me tell you what's coming up today in the show. First, we're going to talk about stocks and bonds. They're always mentioned together, but is there a difference, and what are they? Also, we're going to talk once in a while here over the next several weeks about if you're in a certain age bracket, "What is it I need to be doing based on my age?" …

I want to talk about the segments we're covering today, but first we're going to lead off with pros and cons of credit cards, the goods and the bads. There are some good things about credit cards. They are good to have. You just don't need too many. We're also going to talk about the misconceptions of social security. No matter where you are, it's …

John F. Kennedy, one of our most successful presidents, said, "There are risks and costs to action, but there are far less than the long?range risks of comfortable inaction." He was a Navy officer in World War II. He knew what it meant to lead men and take risks. One thing I also want to say here is that doing nothing is the worst risk you can take…

It's our belief that clients often need the good, the bad, and the ugly, in order to make a well?informed decision. There's risk in every single investment you do, and we do our best to explain that risk. We want our clients to understand that, to understand the potential gains, but also the potential risk. They know their situation better than us,…

We see quite often in life a lot of people do not manage liquidity events very well. The most dramatic example are lottery winners. When they get a lot of money, what happens in a few years? It's all gone. Granted we don't encourage you to be banking on winning the lottery, but we see that when people do get a liquidity event like that they've put …

Right now, with the New Year, we've had a lot of political change. We have had a lot of things going on in the world. This is a good time to be looking at your portfolios, seeing what changes you need to be making, also, looking at the instruments that you have right now at your disposal and questioning whether they are right instruments for workin…

We're going to talk about wealth strategies. We're going to educate you on finance. Finance is difficult for a lot of people. It's intimidating. But Bryan, being the wealth professor, he wants to help you understand what you can do for yourself and what he can do for you if you're interested in finding him at Rigg Wealth Management. We're going to …

Quite often we get questions about what actually do we do. What do financial advisors do? Simply, it is sitting down with people and helping them come up with a strategy of how to, in most cases, plan for retirement. Also, there is a lot of things that go into financial planning that doesn't necessarily have the compass heading of retirement solely…

Today, we'll be talking about portfolio management and the importance of getting your portfolios up and running. Especially for those of you who have not started investing, the time is now, plan now, is very important to implement if you know you need to do something with your cash that's on the side, or with your IRAs, or with your 401k. Also, thi…

Since we're in the middle of tax season, we have thought that it's good to approach people about getting their estate planning up and running if they haven't done so, what they need to be thinking about to make sure that they cover the whole gamut of estate planning. LEARN MORE AT www.RiggWealthManagement.com RIGG Wealth Management offers securitie…

One thing history tells us is that if you are diversified, your portfolios usually are going to do extremely well in the long run. Another thing people don't look at as far as the fabric of our world and how this came about in helping productivity is women in the workforce. That's something that, really, the last three decades, if you will, women h…

Today I will be talking about historical events and how we can use those lessons from historical events to understand what's going on in the market today. How that might influence our investing. Also, different things that you want to be looking out in the world today, as far as helping you understand your portfolio. I'm also joined here today with…

Diversifying not only your investments is important, but also diversifying your spending habits or your saving habits is very important, especially when times are good, which right now, quite frankly, times are very good in the United States. We see that throughout history, practicing diversification is something that people have realized is very i…

We are talking about what makes a good investor, what opportunities are out there for investing, and what is an investor. LEARN MORE AT www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. R…