Tag Archives: Financial Advice

FEATURE

Understanding Corrections While Investing and Powering Through Bear Markets (Ep.9)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, Uncategorized, , , , , , , , , , , ,

Making investment decisions based on fear, greed, and listening to the media has the potential to cause some major damage to your portfolio. 

Investing can be risky, but the potential for reward is high if you know how to handle your investments when the market is low.

In this episode, Ken Ouellette takes a look at the stock market from the perspective you didn’t know you needed as Ken examines the market corrections and provides valuable techniques you can use to handle a bear market situation.

Ken discusses: 

  • The difference between corrections and bear markets
  • The causes of a bear market
  • Bear markets from a historical perspective
  • How to approach a bear market to protect your investments
  • And more

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FEATURE

5 Steps to Handle Market Volatility (Ep.8)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, Uncategorized, , , , , , , , ,

Volatility is often associated with the markets going down. But, if you have well thought-out and effective strategies in place, volatility can be what makes you money. 

In this episode, Ken Ouellette talks about the importance of volatility. He shares must-know recommendations to handle its ups and downs with less stress, and more financial security. 

Ken discusses: 

  • The importance of not panicking during market volatility
  • What it means to actively assess your risk portfolio and how it’s done 
  • Why you can’t trust everything you hear about volatility on various advertised media outlets
  • How to remove emotions from your finances
  • And more

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FEATURE

The Reality of Rising Oil Prices (Ep.7)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , , ,

If you commute regularly you might have noticed an increase in the price of gas.

What’s the reason behind it? When are the prices going to stabilize?

In this episode, Ken Ouellette gets real about the current oil and gas prices and educates you on why they are on the rise looking into more than just the war in Ukraine and different insights you may not have considered. 

Ken discusses: 

  • Potential signs of gas and oil prices going down in the near future 
  • How the higher gas prices can affect other industries 
  • Ways you can save money when filling your tank up
  • Ways high gas prices can affect the economy 
  • And more

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FEATURE

The Vicious Cycle of Interest Rates (Ep.6)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , , ,

It’s no secret that interest rates are going up, leaving many people feeling helpless. 

In this episode, Ken Ouellette dives deep into interest rates and addresses some fears and concerns people may have when it comes to changing interest rates. He offers strategic advice on how to stay on top of changes to your financial account that could affect your finances. 

Ken discusses: 

  • How interest rates can put a hamper on your fixed-income investments 
  • How interest rates affect the 10-year treasury causing increases in pricing 
  • The correlation between interest rates and taxes to help you better understand interest rates 
  • Advice for investors to better protect their investments 
  • And more!

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FEATURE

The Power of Adding Diversification to Your Investment Strategy (Ep.5)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , ,

It can be challenging to know when exactly to invest, how, and what strategies are going to work for your portfolio.

Diversification is an investment strategy that has the potential to be incredibly powerful when used correctly and strategically.

In this episode, Ken Ouellette explains why diversification is so important when it comes to risk mitigation with your investment portfolio. He also reveals how, when not done properly, diversification can result in some devastating consequences. 

Ken discusses: 

  • What it really means to have a well-diversified portfolio
  • How history has proven the effectiveness of diversification
  • Strategies to diversify your portfolio
  • Getting over the loyalty mindset when holding stocks for certain companies 
  • And more

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FEATURE

The Truth About Inflation (Ep.4)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , ,

It’s no surprise that prices have been rising and inflation is at an all time high. But what can you do about it today to help protect your finances tomorrow?

More than you might think.

In this episode, Ken Ouellette talks about the recent increase in inflation that our country and the rest of the world have been having. He also provides some advice to help combat inflation. 

Ken discusses: 

  • How fast prices are rising and methods we can use to measure it 
  • What type of relief the government can provide 
  • Effects of new technology on our economy 
  • How wages and the stock market are being affected by inflation 
  • And more

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FEATURE

Taking the Fear Out of Creating a Financial Plan (Ep.3)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , , , ,

Signing up with a financial advisor can be intimidating and often is something many don’t do until a crisis occurs and they need financial guidance.

Don’t let it happen to you!

In this episode, Ken Ouellette, CPM® explains how the experience doesn’t have to be scary and why you should do it before a crisis occurs. He explains the experience clients have with Orca Wealth Management after they sign up with the company, and how the company works to ensure your retirement is robust and prosperous. 

Ken discusses: 

  • The client experience after signing up with Orca Wealth Management 
  • How Orca helps their clients build a retirement plan that is secure and actionable for you
  • How the envision plan works to ensure clients are in a comfortable financial area prior to retirement
  • What major life events your advisor needs to know about and why
  • The importance of open communication 
  • And more

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FEATURE

Taking the Fear Out of Your Financial Planning with Ken Ouellette, CPM® (Ep.2)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Investments, Retirement, , , , , , ,

Do you find it difficult to call a financial advisor for the first time when building your financial plan? 

You might be missing out on all the value a financial advisor can offer you.

In this episode, Ken Ouellette explains the process of the first initial meetings with him while revealing how his team works hard to help quantify your goals to help you build a successful financial plan.

Ken discusses: 

  • The process of the first initial call to the office –– a “fit process”
  • The purpose of the second “root canal” meeting
  • The valuable documentation to bring when meeting a financial advisor 
  • How he and his team put a plan in place to maximize your benefits 
  • How he handles clients with unrealistic goals 
  • And more!

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