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The Ric Edelman Show: March 9, 2019

Duration: 1:22:42

On this episode:

  • Are You Feeling Good About Your Investments?
  • Will Your Financial Future Be Everything You Want It to Be?
  • When Was the Last Time You Talked to Your Parents About Personal Finances?
  • What Happens If Your Brokerage or Mutual Fund Account Is Hacked?

On this episode:

Are You Feeling Good About Your Investments?

Duration: 11:27

The stock market just had its best two-month start in 28 years. As a result, some investors are feeling more confident than they were just a few months ago. But listen to Ric Edelman explain why this renewed confidence might be misplaced and how to manage investments and feelings the right way.


Will Your Financial Future Be Everything You Want It to Be?

Duration: 29:15

How can you be sure that you’re securing your retirement and financial future? It can sometimes feel daunting given all the various ways you can save for and fund retirement. We asked Todd Clarke on to the show to help you sort through your options. He is a member of the board at NorthStar Financial Services Group. Listen to Ric Edelman and Todd share advice on how you can help secure your retirement.


When Was the Last Time You Talked to Your Parents About Personal Finances?

Duration: 7:59

There were 63,000 reports filed with the Treasury Department in 2017 of suspected cases of financial exploitation of older adults. How many more cases are never reported? It’s an alarming trend and Ric Edelman has advice on how to start a conversation with your parents and help protect them from criminals.


What Happens If Your Brokerage or Mutual Fund Account Is Hacked?

Duration: 9:38

A listener emails a question about protection and insurance for brokerage and mutual fund accounts. He wants to know what would happen if his account balances suddenly showed zero. Listen to Ric Edelman explain insurance and protection over your accounts and the amounts covered.


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Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

Truth About Retirement Plans and IRAs. The Washington Post, Washington Bestsellers Paperback Nonfiction/General. April 20, 2014.

Truth About Your Future. The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.

**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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©2019 Edelman Financial Engines, LLC. Financial Engines® and Edelman Financial Engines™ are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. Copyright ©2019 Edelman Financial Engines, LLC. All Rights Reserved.