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Meet with Scottsdale Financial Planner Steve Jurich - (480) 902-3333 Schedule Online
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Don’t let “FOMO” Ruin Your Retirement

In 2013 a new word was added to the Oxford English Dictionary. It is an acronym: FOMO, and it is now officially a word you can use to win a game of Scrabble. Fear of missing out… “FOMO”… is an increasingly powerful emotion in our daily lives according to psychologists, social scientists, and yes ….INVESTMENT…

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Do You Measure Stock Market Losses in Dollars, Or Percents?

Prior to retirement, investment mistakes and market losses are measured in percents rather than dollars. After retirement, that formula reverses. Retired investors stop thinking in terms of “percents” and start thinking in terms of dollars. On a million-dollar-portfolio, a year with a ten percent loss is no fun, but younger working investors may shuck it…

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Why dividend investing is not the same as gambling

After the 2008 crisis, investor confidence hit an all-time low. Low confidence led to more sell-offs and things looked grim until the summer of 2009. Finally, investors got their mojo back. That’s the reality of the market: until confidence returns, the market will stay down. When markets fall and stay down, many investors question their…

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When You Should Take Social Security: 5 Myths, 5 Realities

Social security, as much as we might gripe about it, is still the financial foundation in retirement for well over 98% of all Americans, and probably YOU. For most people, retirement income planning begins with social security benefits as the main pillar….Which is why people worry about Social Security going broke! But should they really…

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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…

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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…

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