Recent Articles

ARTICLES

August 21, 2020

Often, spouses don’t retire at the same time. Frequently, one spouse may retire before the other due to health problems or a layoff, not necessarily because the spouse chooses to retire early. No matter what the reason, keep these points in mind if you are in that situ...

August 21, 2020

Below are six tips to help you cut financial clutter.

1. Prepare an inventory. First, make a list of all your financial accounts. Then gather all your financial paperwork in one place and organize it into three piles: One to keep hard copies of, one to keep digital co...

August 21, 2020

Periodically, you should reassess your portfolio, finding ways to increase your comfort level with your stock investments. Consider the following tips:

  • Develop a stock investment philosophy. Approach investing with a formal plan so you can make informed decisions wi...

August 18, 2020

On a broad basis, there are a few main investment objectives to help you accomplish your goals. Understanding these objectives is important because certain investment strategies and products are appropriate for one type of goal but perhaps not for others. The following...

May 28, 2020


 

There are two primary factors that affect bond prices — interest rate changes and credit rating changes. Interest rate changes typically will cause a bond’s value to fluctuate more than credit rating changes. 

As interest rates rise, a bond’s price adjusts down, whi...

Please reload

Recent Posts

August 21, 2020

August 21, 2020

August 21, 2020

Please reload

Archive
Please reload

Search By Tags

I'm busy working on my blog posts. Watch this space!

Please reload

Follow Us
  • Facebook Basic Square
  • LinkedIn Social Icon
  • Twitter Basic Square
Need more details? Contact us

We are here to assist. Contact us by phone or email.

  • Facebook Social Icon
  • LinkedIn Social Icon
  • Twitter Social Icon

The above links are provided for your information only. PlanMember Securities Corporation (PSEC) and Randall Wealth Management Group does not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC/Randall Wealth Management Group sites. Some information contained in the PSEC and Randall Wealth Management Group sites are provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

© 2018 by Randall Wealth Management Group

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Avenue, Carpinteria CA. 93013, (800) 874-6910. Randall Wealth Management Group and PlanMember Securities Corporation are independently owned and operated. Trevor R. Randall - CA Insurance License #0I08678

 

PlanMember is not responsible or liable for ancillary products or services offered by Randall Wealth Management Group. The views expressed may not necessarily reflect those held by PlanMember Securities Corporation (PSEC). Material presented is believed to be from a reliable sources and PSEC makes no representation as to it accuracy or completeness.