In this week’s shortened episode, Quint and Daniel discuss what goes into a financial plan and why that’s important as investors start planning their new year.


The headlines this week are all focused on increasing US-Iran tensions which kicked off trading in the new year with some volatility.

Planning Ahead

After a year of solid gains in the stock market and the new year starting with some headline risk, Quint and Daniel review why the financial plan is key to your investment success. Additionally, it’s important to know what goes into making a successful plan as well as why your required rate of return is key.