Nathan Shelton

Articles

5 Unexpected Threats to Your Retirement Plan

May 2, 2022/Nathan Shelton

What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster? Maybe a recession? There’s no doubt that these events could significantly impact your portfolio, but they are largely out of your control.

What Should You Do About the Russia–Ukraine Crisis and Market Volatility?

March 4, 2022/Nathan Shelton

The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are understandably concerned and anxious.

What Should You Do About Inflation and Stock Market Volatility?

January 28, 2022/Nathan Shelton

After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020.

Join Us for Our November Workshops!

October 25, 2021/Nathan Shelton

How much thought have you given to your financial future? It’s hard to avoid the topic, with articles, news reports, and so-called expert tips bombarding us. But despite the plethora of information, 56% of Americans are worried about having financial security in retirement.

How to Consolidate Multiple Retirement Plans and Maximize Returns

September 15, 2021/Nathan Shelton

The average working adult changes jobs 12 times during their career, so there’s a good chance you’ve racked up more than a couple retirement plans over the years. If so, it might be time to consolidate.