Investment Fundamentals: What is Inflation?

Inflation is a measurement that tracks the change in prices of goods and services over a set time period. In the U.S., inflation is often measured by the Consumer Price Index (CPI) or the Personal Consumption Expenditures Price Index (PCE).…
Post-Divorce Financial Planning Cleveland, OH

Post-Divorce Financial Planning

Why are beneficiary designations important? What happens in regard to beneficiary designations as a result of a divorce? What are the recent changes or updates to laws regarding these situations? Watch Szarka Financial’s Senior Financial…
market volatility Szarka Financial

Revisiting February 2018: How Did You React to the Selloff?

On February 8, 2018, U.S. equity markets closed in correction territory—with the S&P 500 Index and Dow Jones Industrial Average having plummeted by more than 10% from their respective all-time highs over a period of just nine hyper-volatile…
Fiduciary Rule how to help yourself

The Investor Fiduciary Rule is Officially Dead! So who's Protecting Investors Now?

;" What happened with the Investor Fiduciary Rule - why did it "die"? Where does that leave investors now and who's the most vulnerable? What you can do to help protect yourself. Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®,…
Cleveland senior financial planner advisor

Is it Time to Jump Back into Stocks?

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  Compared to a few months ago, things seem pretty calm right now, but what risks are still out there that we should be watching out for? Is it time to get back into buying stocks? Watch Szarka Financial’s CEO Les Szarka, CFP®,…
Index funds gain popularity and have hidden risks

The Hidden Risk of Index Funds

There is a lot of discussion today about investing in index funds. Why have they become so popular? Are there any risks with using Index funds? In what circumstances are they appropriate to use? Watch Szarka Financial’s CEO Les Szarka,…

Is Your Money Working as Hard as it Can for You?

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We often hear about “nominal” vs “real-money” returns. What’s the difference between the two? How long do you expect this “negative real return” environment to continue? What’s the solution our viewers should be looking for?…

Do the Recent Hurricanes Have You Worried About Your Investments? Are You Wondering How Harvey or IRMA Might Affect the US Economy?

        Harvey caused a lot of damage and interrupted many industries, affecting not only the Houston area, but other areas of the country as well. Now, Irma is threatening the Southeast United States and we can only…

Newly Enacted DOL Rules: What Affect Will They Have on my Retirement Savings?

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  There has been a notable amount of discourse concerning the “new” Department of Labor (DOL) rules regarding retirement plans, and specifically Individual Retirement Accounts (IRA), in the financial news over the last several months. Most…

Teach Your Children Well

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I borrowed the title of this article from a song by Crosby, Stills & Nash because it seemed very appropriate. I recently read an article written by Ric Edelman about the 50th anniversary edition of The Game of Life. This game was fun to…