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Dan Searles

Recent Posts

Should You Be Worried? Geopolitical Shocks & Historical Trends in the Stock Market [Video]

Should You Be Worried? Geopolitical Shocks & Historical Trends in the Stock Market [Video]

Does history repeat itself in the stock market? What's happened in the past doesn't necessarily reflect what's going to happen in the future, but it does give us a barometer and a reason not to[…]

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What Does a Financial Planner Do? Can They Bake a Cherry Pie?

What Does a Financial Planner Do? Can They Bake a Cherry Pie?

Our founder, partner, and financial advisor, Dan Searles CFP®, RFC®, CEP®, LUTCF explains what a financial planner does using examples from his family life.    If you’ll allow me the grace of an[…]

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How to Avoid when Something Bad Goes Wrong [Video]

How to Avoid when Something Bad Goes Wrong [Video]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]

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Happy Holidays & Happy New Year [Video]

Happy Holidays & Happy New Year [Video]

  Hello everybody, it's been a while since Avi and I have met with you, but she wanted to make a Christmas video, and I thought that was a great idea. Happy Holidays, Merry Christmas,[…]

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Financial Planners Don't Have a Crystal Ball [Video]

Financial Planners Don't Have a Crystal Ball [Video]

  Today I  want to clear up a misnomer that I hear all the time. I get asked... "What does a financial planner do?" "Can he get me out of the market and keep the stock market crash from[…]

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Good News about Life Insurance [Video]

Good News about Life Insurance [Video]

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RMDs for 2020 are waived by the CARES Act [Video]

RMDs for 2020 are waived by the CARES Act [Video]

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a relief bill passed by Congress in late March 2020 to provide economic relief to Americans during the current pandemic[…]

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Establishing Reliable Retirement Income Portfolios [Video]

Establishing Reliable Retirement Income Portfolios [Video]

Let’s explore how to establish Sustainable, Stable Retirement Income Portfolios Growth We all want growth in our portfolios and, ideally, that growth at least exceeds inflation. If you don't[…]

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Surviving Difficult Times with Fran Tarkenton [Video]

Surviving Difficult Times with Fran Tarkenton [Video]

    I was fortunate to have the opportunity this week to interview Fran Tarkenton, NFL Hall of Fame quarterback and successful entrepreneur and TV star.  We were discussing "Surviving Difficult[…]

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My Thoughts on the Coronavirus Crisis [Video]

My Thoughts on the Coronavirus Crisis [Video]

  Hi folks, this is Dan Searles. I guess we're all wondering if we're in the middle of a zombie apocalypse here. I don't think we are. The economy has gone through real problems like this[…]

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