Episode 84: What to Do When One Stock Becomes 75% of Your Portfolio
Has one stock taken over your investment portfolio? Maybe it’s a company you’ve believed in for years. Maybe it’s a lucky break from an IPO or an inheritance. But now
Retirement Planning Insights
Explore retirement planning insights from Hoxton Planning & Management, including articles on taxes, estate planning, retirement income, and advisor questions. Browse the library below to find educational perspectives that can help you think through your next planning conversation.
Episode 83: Fact-Checking the Internet’s Worst (and Best) Financial Advice
“Never pay taxes again.” “Roth IRAs are a scam.” “Just buy real estate and retire rich.” If you’ve spent more than a few minutes on social media lately, you’ve probably
Episode 82: These 5 Retirement Risks Could Derail Your Plan (And Most People Miss Them)
Retirement planning often focuses on savings goals, investment returns, and withdrawal strategies—but what about the threats that could quietly knock your plan off course? In Episode 82 of the Last
Episode 81: Down 20%? What Smart Investors Do in a Bear Market
The market’s down, the headlines are loud, and your portfolio might be off by double digits. If you’re wondering what to do during a bear market—you’re not alone. In Episode