Insights from a Financial Advisor looking to help people on their path to financial wellbeing.

Category: Uncategorized

  • What You Should Do with An Old Retirement Plan

    Transcript Hi, Iā€™m Ryan Knoll. I am behind the Man of the Market blog and YouTube channel. I am a financial advisor and my goal is to help you make more informed financial decisions. Have you ever wondered what happens to your retirement funds when you leave an employer? For many of us a 401(k)… Read more

  • How to Improve Your Finances in 2023

    It’s that time of year where everyone starts to make their resolutions, and there is no better resolution to make than to improve your finances. 2022 was certainly a hard year for the markets. It was a tough year for Americans overall. High inflation, rising rates, and uncertainty affected just about everyone. But when the… Read more

  • What Sectors You Should Invest in Next Year

    It is no secret that many different sectors of the market have performed poorly this year. Technology was among the hardest hit while defensive stocks and the energy sector outperformed the broad market. With all that in mind you are probably wondering what sectors might offer better upside in 2023. What Type if Investor Are… Read more

  • How New Legislation Affects Your Retirement

    The US government recent passed new legislation, Secure 2.0, that will affect your retirement. While there were many changes that will affect many people, below are some of the main ones. RMDs Moved to Age 73 Required Minimum Distributions (RMDs) are a predetermined amount of money individuals have to take out of their retirement accounts… Read more

  • How to Maximize End of the Year Benefits

    It is almost the end of the year which means that you have about a week left to maximize your benefits. This brief post will go over a few things you can do to maximize your benefits this year and in 2023. What are Benefits Benefits are financial resources that you get through work via… Read more

  • How to Get Your Portfolio Ready for the New Year

    It’s that time of the year where things start to slow down, and we prepare for the next new year. Currently, Christmas is a little less than a week away, we are a few days into Hannukah, and the New Year is right around the corner. This is a time of rest and relaxation with… Read more

  • How to Decide Where to Retire

    Deciding where to retire is one of the most important decisions a person can make. According to this article, not all retirement destinations are created equal. In some states such as Hawaii, New York, and California saving $1M won’t even last you two full decades. In others it will last almost three decades. So, what… Read more

  • How to Use Variable Universal Life Insurance

    Variable universal life insurance is a great tool for the right client. With that said it is not an investment that should be pushed to every single person. What is Variable Universal Life Insurance? Variable universal life insurance is a type of permanent insurance with flexible premiums. Unlike whole life insurance where many people make… Read more

  • Why You Can’t Rely on the Santa Clause Rally

    December is typically a good month for stocks, and many believe it is because of the Santa Clause Rally. The Santa Clause Rally typically happens between Christmas and New Year’s Day. On average the market sees an uptick of about 1.3%. However, this year will almost certainly be different because that has been the trend.… Read more

  • Why the Stock Market is Pulling Back to Start December

    The stock market has pulled back to start December. As we are all winding down the year and preparing for the holiday season, the stock market has been trudging along slowly. During the 5 trading days this month, the S&P 500 is down ~2.3%. Not the worst return but given the positive returns of the… Read more