Meet with Scottsdale Financial Planner Steve Jurich - (480) 902-3333

Posts by Steve Jurich

How To Weather Any Financial Storm

Risk is in the air these days and it has most people re-thinking their investment mix. Not surprisingly, those who are closer to their retirement age–or already retired–are the most focused on risk. Those in their fifties, sixties, and seventies want to make sure their nest egg doesn’t fall apart at exactly the wrong time…

Read More

When Bond Funds Officially Became A Risky Investment

Fixed income diversifies your portfolio. For decades, the synonym for fixed income in retirement was BONDS. Bonds have always been considered safe and secure. The more you had in bonds the more risk you could take with the balance of your investments. If your stocks were falling, you could always run to bonds. Today, running…

Read More

Are you an investor, a speculator, or a saver at heart?

One choice you will have to make with your retirement money– if you are ever going to sleep well at night– is to determine if you are a long term value investor — or a market timing speculator. Let’s first define the difference between investing and speculating. An investment involves cash flow and return. Speculation…

Read More

Are You Making This D.U.M.B. Money Mistake?

With all the good news in the stock market and the economy (except for a hiccup here and there) it is easy to assume that we are sitting at a point in history that is ideal for the person about to retire. I take an entirely different viewpoint. I believe we have finally reached the…

Read More