The Financial Guys

Mike Lomas On The Recent Rally In Stocks

Stock market price display

Owner and Co-Founder Mike Lomas discusses the recent rally in stocks. Listen to the interview and gain valuable insights into the factors driving this surge and what it means for investors.

How to Prepare for the Medicare Annual Election Period

Healthcare, medicare and hospital planning by doctor holding stethoscope, excited to help, diagnose

The Medicare Annual Election Period (AEP) is a crucial time for both individuals nearing the age of 65 and current Medicare beneficiaries. During this window, which runs from October 15th to December 7th each year, you can make important decisions about your health coverage. Preparation is key to ensuring that you select the best options […]

Do You Need a Financial Planner? Four Questions to Ask

I love what I do, so I frequently find myself talking about all the different ways I help people. Most people don’t understand all that encompasses the job. Usually, it is an assumption that we are only helping with investments, but it is so much more than that. Because of this, I wanted to dive into what comprehensive financial planning looks like and what questions to ask if you are interviewing potential planners.

To Claim or Not Claim!

Learn a different approach to making the Social Security claiming decision. You have a choice in how to claim social security. Learn more!

Giving Back To The Community, Gas Card Giveaway

In light of the never-ending bad news, inflation, economic uncertainty, and the end of a pandemic, we wanted to inject some positive news into the community by giving back to those who have served and continue to serve all of us.

Your Investments During A Recession

There has been a lot of chatter and debate on the news as of late about the economy and how likely it is that we could be facing a recession in the not-so-distant future. The news cycle casts a lot of fear and doubt and it can be easy to let panic set in. Let’s take a look at the possibility of a recession being near, and more importantly, what you can do to prepare for and endure an economic slowdown.

Handling Market Volatility

When bull markets rage on it seems as if everyone is excited and happy about the market. In a down market, it is amazing how quickly that sunshine turns to doom and gloom and how much panic it causes. At the time of the writing of this article, the S&P 500 has dropped 6% year-to-date, and I have had numerous discussions with friends and family about how they are feeling and what I would suggest they do.