Tag Archives: Investing

FEATURE

Why Doesn’t My Financial Advisor Do That? (Ep.11)

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

Is your financial advisor doing all they can to keep you on the path of success?

There are six main areas that your financial advisor should be focusing on and providing to you, the client as part of their services.

In this episode of A Life Well Lived, Ken Ouellette explains the six different areas of financial advising in detail along with sharing stories and solutions.

Ken discusses: 

  • The importance of planning before retirement
  • How estate planning can go horribly wrong without proper advice
  • Why your financial advisor should be focusing on tax management
  • Education funding – gifting $100 on their birthday or contributing to a 529 plan?
  • And more

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FEATURE

Farming For Dividends (Ep.10)

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

Are you working the land of the market landscape and trying to find those dividend-paying companies?

When you invest in dividend-paying stocks, you’re essentially investing in companies committed to returning value to their shareholders. But not all dividends are created equal.

Listen in as Ken Ouellette explains how dividends work in good and bad markets and how you can successfully integrate a dividend approach into your portfolio.

Ken discusses: 

  • The basics of dividends
  • Three qualities that make a good dividend investor
  • What defines a good dividend stock
  • The types of dividend stocks
  • And more

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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

Resources: 

Connect with Ken Ouellette:

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