whyweplan blog
(866) 77-WEALTH

#financialplanning

Wesbury’s Monday Morning Outlook” Tax Cut Politics
Date: May 22, 2017
|
Posted by:

While some investors are freaking out about investigations, tweets, or the personality of President Trump, we are still watching policy. So far, some regulation has been rolled back and more is on tap, the Supreme Court has a more market friendly make-up, and there is a hiring freeze on many government agencies. These policies will […]

The Markets Fluctuate, But The Right Financial Planning Strategy Will Keep You On Track.
Date: May 10, 2017
|
Posted by:

Some articles in the media can diminish your confidence, such as the market is going to go down, the economy is on the verge of collapse, or that you need to have the new hot investment to be wealthy or successful. What you really need is a solid plan, designed specifically for you. Then your […]

Your Life and Financial Planning
Date: April 27, 2017
|
Posted by:

Some people in the financial industry feel you should be concerned with what is going on in the world. What really matters is what is going on in your life. Watch our video for more information.

Wesbury’s Monday Morning Outlook: WSJ Leak: Fed May Shrink Balance Sheet
Date: April 3, 2017
|
Posted by:

If you read us regularly, and we hope you do, you know that we write each week about a topic we think is both important and timely. Last week, we were either clairvoyant, or extremely persuasive. We argued that unless and until the Federal Reserve reduced the size of its balance sheet (and unwound quantitative […]

Long Term Investing in Unstable Times
Date: March 10, 2017
|
Posted by:

People worry about current events affecting their retirement funds. If you invest correctly, there is no one event that can affect your retirement portfolio. Watch our video blog from Rogan & Associates founder Michael Rogan for more on this topic.

Do you know the difference between a financial planner and investment advisor?
Date: February 2, 2017
|
Posted by:

There is a big difference between a financial planner and investment advisor. Watch Michael Rogan, founder of Rogan & Associates discuss the difference and how to have long term financial planning success.

Are stock market fluctuations a bad thing?
Date: January 4, 2017
|
Posted by:

Not really. Watch our video blog for the reasons why.

Spooked by what you hear in the media?
Date: December 22, 2016
|
Posted by:

Michael Rogan, founder of Rogan & Associates discusses why you shouldn’t take what you hear in the media to heart.

Is Financial Planning all about numbers and math?
Date: December 15, 2016
|
Posted by:

Despite what you might think, financial planning is not about numbers and math. Rogan & Associates founder Michael Rogan explains why in this video blog.

Video Blog: Your retirement plan should make you feel confident in your future.
Date: November 18, 2016
|
Posted by:

Are you confident you have a retirement plan for the future that will provide for you and your family despite what is going on in the world? Watch our video blog for more information.