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

Money and Your Mind: Your Brain Is Making You A Bad Investor

More often than not, we can blame our bad money decisions on the way our brains our wired. It’s biology!

Carl Lachman, MBA, CFP®January 6, 2021Behavioral finance, money, mind, brain, investing, fee-only financial adivsor

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

What the SECURE Act Means for Your Retirement

The SECURE Act will affect how people use their retirement accounts. Here’s a rundown of what the act could mean for your retirement.

Retirement PlanningDavid K. Little, CFP®, CFAJanuary 8, 2020SECURE Act, RMDs, stretch IRAs, charitable giving, financial planning, investing