Blog
Welcome to my blog. Here, you will find a variety of articles, posts, videos, and presentations. Some are specific to financial planning while others are just thoughts that I wanted to share with my followers. I hope you enjoy browsing, reading, and watching!
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Roger Walker, Founder
Walker Wealth Management, LLC
Know Your Risk Score (Calculate It Right Now!)
Do you know your Risk Score? It is otherwise known as your Risk Tolerance Score. It is a number between zero and 100 that tells you how much market risk you are willing to accept in order to get potentially higher investment gains....
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5 Ways To Cut Your Costs Of Investing!
When you lower your costs of investing, two incredible things happen. At first, all you see are the annual savings that occur by reducing your costs. You experience the second wave of the benefits (click link to continue reading)
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Does This Pandemic Have You Facing Pension Elections?
One way for companies to reduce expensive is through layoffs or by providing incentives for those close to retirement to step forward. If you are fortunate enough to have a pension, you may be looking for answers to the common question...
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Three Reasons To Rethink 60/40 Allocation!
1. Supply Chain concers, 2. Repo Market glitch, 3. Inflation and the impact of higher interest rates. Proper allocation of your investment is key...
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Are You Prepared For The Next Market Downturn?
When should you plan for a market downturn? Answer: When the market is UP! The stock market recently hit another all-time high, and so many indicators are pointing to another great year. But, market indicators do not take into account...
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Taking Profits Before The Next Dip?
How are you feeling about your retirement investments? The S&P 500 index (a stock market index that tracks the stocks of 500 large-cap U.S. companies) is up almost 25% year-to-date (since January 1, 2019.) The current bull market is a...
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Advice For High Net Worth Investors
A net worth of more than $500,000* but less than $1MM is considered Mass Affluent. Over $1MM puts one into the High Net Worth category while it takes $30MM in wealth for classification as an Ultra High Net Worth Individual. You...
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Social Security Planning Simple? DON'T MAKE ME LAUGH!
“Coordinating Social Security with other retirement benefits is a moving target that requires careful, deliberate strategizing,” said William Meyer of Social Security Solutions recently, as we discussed this blog post,...
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