PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

Financial Planning, Retirement Planning, Investments, Investment Management, Estate PlanningCarl Lachman, MBA, CFP®January 1, 2023Eclectic AssociatesRetirement Savings, retirement income, estate planning, investing, insurance, tax planning

How Presidential Election Years Affect the Stock Market

Do presidential election years affect the stock market? We look at the numbers and provide our perspective.

Investment ManagementDavid K. MacLeod, CFP®, CFAMarch 11, 2020investing, presidential elections, presidential election cycle theory, investment strategy, market timing, Donald Trump

IRA Rollover Rules to Know

There could be a lot of reasons why an IRA rollover makes sense for you, but make sure you know these IRA rollover rules first.

Investment ManagementJames I. Moore, CFP®November 6, 2019ira rollovers, 60-day rule, retirement, 401(k), 403(b), trustee to trustee transfer, direct rollover, indirect rollover

Does an Inverted Yield Curve Predict a Recession?

What’s the link between an inverted yield curve and a recession? We look at what happens when the yield curve inverts and what it could mean for you.

Investment ManagementDavid K. MacLeod, CFP®, CFAOctober 16, 2019Federal Reserve, quantitate easing, bonds, bond market, inverted yield curve, bond yield curves, recession