6 Different Types of Traders

Did you know that there are at least six different types of trading strategies? Join Advisors Rob McClelland and Mike Connon as they run through everything from Momentum to Swing traders and discover the pros and cons of each. 
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Podcasts

Increasing Your Earnings in Retirement

Who wouldn’t like a little more cash flow in their retirement plan? Today on ThinkSmart Senior Financial Advisors Rob McClelland and Mike Connon take you through the various portfolio strategies; increasing either growth or equities in your portfolio…

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Podcasts

Why Do People Break Up with Their Financial Advisors?

Today on ThinkSmart, Senior Financial Advisors Rob McClelland and Mike Connon review the April 12th Morning Star article “Why do people break up with their Financial Advisor?” You might be surprised by what makes the top of the list.
Key points:(01:2…

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Podcasts

Why You Need An Estate Planning Checklist

Today on ThinkSmart, Senior Financial Advisors Rob McClelland and Mike Connon will walk you step-by-step through an estate planning checklist. You will learn the best practices for ensuring the future of your estate and the importance of having one i…

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Podcasts

Fascinating Study Investment Returns over 96 Years

The results of a DFA (Dimensional Fund Advisors) recent study on the distribution of investment returns over the last 96 years may surprise you. This study looks at the S&P 500 and the many factors that have affected its performance, from wars to mar…

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Podcasts

How Many Accounts Do You Really Need?

Today on ThinkSmart Financial Advisors, Rob McClelland and Mike Connon discuss the many types of accounts investors might hold and our recommendations for each.
Key points:(05:39): How many investment accounts should you have?(06:47): What do we reco…

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