Our Blog page is here to provide you with information that will help you build your family fortress one block at a time!
Why are we worried about the world, the economy, the stock market, and our investment accounts? Fortress Planning Group Partner, Brian, wrote an article titled “The Wall of Worry.” In this episode of Best in Wealth, I will cover some of the details of his article and share why family stewards can take a deep breath.
What is an index fund? What is an active mutual fund? How are active and index funds different? Which is better, active or index funds?
The #1 issue most people face when it comes to retirement is running out of money. How do we solve for that at Fortress Planning Group? Learn more in episode #242 of Best in Wealth!
In this episode of Best in Wealth, I break down Roth conversions and when the best time is to do one!
Uncertainty is underrated. I share why the impact of uncertainty is positive in this episode of Best in Wealth.
Why is international diversification in your retirement portfolio a must? I cover the reasons in this episode of Best in Wealth!