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.
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
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.
Potential signs of gas and oil prices going down in the near future
How the higher gas prices can affect other industries
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.
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
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.
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
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.
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
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.
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
Are you looking for ways to grow, preserve, and transfer your wealth?
Don’t risk a lifetime of work and savings in today’s current financial environment without a clear strategy in place.
Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette from Orca Wealth Management.
In this inaugural episode, Ken teaches you the lessons his family never knew about money, income transfer, and preservation. He also talks about his own history, passions, and what fuels him every day to help others not be pained by their money.
How his childhood helped him decide his future in the financial industry
The role of his team members in the office
How he acquires new clients and who is his ideal client
Reasons his financial philosophy is around timing
What his idea of success looks like and why it’s closely related to living our best life
For almost three decades, Ken Ouellette has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Ken has dedicated his career to delivering the personalized investment planning services his clients deserve.