Quiver Financial News
Episodes
Our Industry Experts Talk about the Future of Oil and Gas!
10 Aug 2023
Contributed by Lukas
The goal of The Next Investment Wave is to help you identify potential investing trends early. If we were to use a baseball analogy, the meat of m...
Money Education: How Can Retirees Protect Their Retirement?
07 Aug 2023
Contributed by Lukas
Safeguarding your retirement savings in today’s economic climate requires more than a casual approach. Complacency may be the most significant risk ...
Money Education: A Guide to Coping with Inflation!
31 Jul 2023
Contributed by Lukas
Inflation is an economic phenomenon that can stir stress, particularly among retirees. As the costs of goods and services rise, seniors often wonder ...
Money Education: Full Retirement Age: Best Practices and Mistakes to Avoid
24 Jul 2023
Contributed by Lukas
Navigating through the retirement planning process can be daunting. It requires some math, some best guesses, and a lot of self-reflection. One aspect...
Small Business Education: Tax changes for 2023 and beyond.
21 Jul 2023
Contributed by Lukas
What is the number one question you get asked by business owners. WHAT IS THE BEST ENTITY TO OPERATE IN AND HOW CAN YOU SAVE ME TAXES WITHOUT TOO MU...
Money Education: How to Retire in 5 Years!
10 Jul 2023
Contributed by Lukas
One of our passions is guiding clients into a comfortable and secure retirement. We have seen firsthand how crucial the five years leading up to reti...
Money Education: 401(k) Withdrawals and the Minimum Withdrawal Age
03 Jul 2023
Contributed by Lukas
401(k) plans can be a set-it-and-forget-it retirement account. In some ways, this is great—once you set them up, they continue to grow without any f...
Money Education: 5 Helpful Tips About Long-Term Care Insurance
26 Jun 2023
Contributed by Lukas
It’s no secret that healthcare services can cost what might be described as “too much money.” When a patient suffers from a disability, injury,...
Secure Act 2.0 Change That Every Business Owner Should Know - SDI Cap.
14 Jun 2023
Contributed by Lukas
What is State Disability Insurance (“SDI”)? State Disability Insurance (“SDI”) is a California state program administered by the Employment De...
Money Education: Does Money Buy Happiness?
12 Jun 2023
Contributed by Lukas
“Can money buy happiness?” This question has existed for thousands of years. Psychologists, economists, and philosophers have hotly debated the a...
Money Education: Everything You Need to Know About Roth IRAs
05 Jun 2023
Contributed by Lukas
When it comes to retirement planning, many people never look beyond their employer-sponsored 401(k) plan. And why not? Signing up is simple, there are...
Stock Market Update: Is The Bear Market Over? Is The Fed Done Raising Rates?
27 May 2023
Contributed by Lukas
May 2023 Stock Market Update - https://youtu.be/xbn9kTVbkcE In this Stock Market update, Quiver Financial discusses whether the stock market is head...
Business Owner Education: Secure Act 2.0 gives Business Owners free 401(k)s
25 May 2023
Contributed by Lukas
Welcome back to Quiver Financial’s business education, where we educate you the business owner on strategies you should be implementing into your pr...
Money Education: Roth IRA Conversions for Maximum Tax Efficiency
22 May 2023
Contributed by Lukas
As you approach retirement, you might find yourself with a nice nest egg in your 401k or traditional IRA. However, the looming issue of taxes on distr...
Money Education: Are You Ready For Retirement?
15 May 2023
Contributed by Lukas
Retirement comes sooner than we think. And, while it’s important that we’re emotionally ready for that moment when it comes, it’s just as import...
Money Education: How Secure Act 2.0 Changed Required Min. Dist. (RMDs)
08 May 2023
Contributed by Lukas
In 2019, the U.S. government recognized the importance of helping people save for retirement. They drafted and passed a law designed to help simplify ...
What Are Toxic Treasuries and Why Are They Causing Bank Failures?
04 May 2023
Contributed by Lukas
The News loves to tie anything to fear and they also love making things up. Get the real scoop on what is going on in our economy by subscribing to ...
Money Education: Benefits of a Financial Checkup.
01 May 2023
Contributed by Lukas
Financial checkups are crucial for setting and meeting our financial goals. Unfortunately, it’s one task forgotten by many year after year. While re...
Will Summer Bring $150 Oil? Here is what we are seeing.
28 Apr 2023
Contributed by Lukas
Recap from our Next investment wave. Short Term vs. Long Term Oil prices have plunged by approximately 40% from their 2022 highs, causing doubt amo...
Money Education: Is Gold still an Inflation Hedge and should you put it in your portfolio?
24 Apr 2023
Contributed by Lukas
Are you concerned about what to do with your money or investments with bank failures, fear of recession, and the anticipated dethroning of The U.S. Do...
Money Education: 401k Auto Enrollment and Your Retirement
10 Apr 2023
Contributed by Lukas
Auto-enrollment offers a simple and streamlined method to start saving for retirement. It’s typically tied to an employer-sponsored retirement plan ...
Are We Back In a Bull Market or Is This All Just a Head Fake?
06 Apr 2023
Contributed by Lukas
With Inflation sticking around higher for longer and the recent news of bank failures, 2023 is starting off with a bang for investors. We discuss this...
Money Education: The Weather & Your Investments
03 Apr 2023
Contributed by Lukas
I’m sure it must seem odd that a wealth management company would be talking about the weather. Believe it or not, the weather can significantly impa...
Money Education: How a Layoff Can Impact You Financially and What You Should Do.
27 Mar 2023
Contributed by Lukas
Layoffs rocked workers across all sectors in 2022. The tech world was hit especially hit hard, with companies like Amazon, Twitter, Meta/Facebook, and...
Money Education: What we learned about investing from the Great Recession!
20 Mar 2023
Contributed by Lukas
To many investors, December 2007 felt like a nightmare scenario: the United States was officially in a recession. What would tomorrow bring? How much ...
Money Education: What is a Fixed Index Annuity?
13 Mar 2023
Contributed by Lukas
With the current downward economic trend, investors seek new ways to grow their money for minimal risk. We suspect salespeople might try to fill that...
Money Education: The Next Investment wave - Healthcare Technology
06 Mar 2023
Contributed by Lukas
If there’s one thing we’ve learned during the past few years, it’s that healthcare is more than just important. It’s a top priority. The techn...
Money Education: Maximize Your Retirement With a 401k Calculator
27 Feb 2023
Contributed by Lukas
We discuss 401(k) plans a lot. That’s because retirement planning is important to us. Retirement can represent a quarter of a person’s life. Socia...
Money Education: Oil and Nat. Gas - The Next Investment Wave
20 Feb 2023
Contributed by Lukas
The goal of The Next Investment Wave is to help you identify potential investing trends early. If we were to use a baseball analogy, the meat of m...
Money Education: Money-Saving Tips for Retirees
13 Feb 2023
Contributed by Lukas
Many retirees live on a more or less fixed income. Because of this, learning how to save money while retired can help you manage your personal finan...
Real Estate Prices Are Going to Crash in 2023?
08 Feb 2023
Contributed by Lukas
SUMMARY KEYWORDS airbnb, people, real estate prices, rent, data, real estate, house, prices, short term rental, market, buy, home, starting, year, ren...
Money Education: Secure Act 2.0 and 401k contribution limits.
06 Feb 2023
Contributed by Lukas
401(k) plans remain one of the most popular retirement plans available. They offer a variety of investment options, the potential for steady growth, a...
Money Education: I’m 49 years old and have nothing saved for retirement — what should I do? Don’t panic.
30 Jan 2023
Contributed by Lukas
Later-in-life investing: What you should know. So, you’ve left planning for your golden years to the mid-century mark — don’t worry. You’re no...
Money Education: Understanding FOMO: Investing’s Poison Pill
24 Jan 2023
Contributed by Lukas
In the social media age, we’ve become increasingly connected to those around us. Because most people share only the positive details of their lives,...
Education Monday: How Much Do You Need To Retire?
16 Jan 2023
Contributed by Lukas
As we help people prepare for retirement, one big question comes up all the time: “How much will I need to retire?” Unfortunately, the exact amoun...
Education Monday: How Unretiring May Impact Your Social Security
09 Jan 2023
Contributed by Lukas
When they were first introduced in 1935, Social Security retirement benefits were a game changer. It ensured that retirees aged 65 and older could rec...
Stocks, Bonds, Commodities and Interest Rates - What Happened in 2022 and What May Be Next in 2023
09 Dec 2022
Contributed by Lukas
Find out what happened and what we predicted in 2022 for stocks, bonds and commodities in this highlight reel of all the Quiver Financial quarterly ev...
401k Target Date Funds: What You Need to Know
05 Dec 2022
Contributed by Lukas
When creating your retirement savings plan, it's helpful to have specific goals. One such goal is when you plan to retire. Some of you might even have...
Stock Market Recap.week of Nov. 28th - Fed Rate hikes move markets
02 Dec 2022
Contributed by Lukas
Good afternoon and welcome to Quiver Financial news and this week’s episode of our Market Recap. Today is Friday Dec. 2nd and these are the top st...
Stock Market Recap.week of Nov. 14th - Slow week for the Markets
18 Nov 2022
Contributed by Lukas
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Nov. 18st and these are the top stor...
Why is everyone talking about annuities right now?
16 Nov 2022
Contributed by Lukas
Colby and Patrick sit down and talk the good and bad about annuities. Ultimately, the most important outcome is that you reach your retirement goa...
Recession vs. Depression - Financial Education Monday
14 Nov 2022
Contributed by Lukas
Recession vs. Depression: Definitions and Differences October 24, 1929 was a Thursday. The decade leading up to that day was on...
Stock Market recap for the week of Nov. 7th. - Thank you to those that served.
11 Nov 2022
Contributed by Lukas
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Nov. 11st and these are the top stor...
Stock Market Recap - Too much data to talk about for the week of Oct. 31st.
04 Nov 2022
Contributed by Lukas
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Nov. 4st and these are the top stori...
Stock Market Recap for the week of Oct. 24th.
29 Oct 2022
Contributed by Lukas
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Oct. 28st and these are the top stor...
Market Recap - CASH IS KING - Taking on a new meaning.
21 Oct 2022
Contributed by Lukas
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Oct. 21st and these are the top stor...
Market News wrap up for the week of Oct. 10th, 2022
14 Oct 2022
Contributed by Lukas
Every week we will try and recap all the major events and topics of the week that we feel investors should be aware of as well as future topics that c...
How to Invest in the next phase of this 2022 Bear market!
26 Sep 2022
Contributed by Lukas
Looking for answers on how to invest in a bear market? Is the stock market volatility causing you concern? Are you an investor in stocks, bonds or rea...
Why Long Short Investing is key in this next recession.
21 Sep 2022
Contributed by Lukas
Concerned about how a bear market and recession may affect your investment portfolio? Wondering what investment alternatives may be good for your reti...
Retirement on your mind? What you should be doing now in a Bear Market and Recession.
06 Sep 2022
Contributed by Lukas
Retiring soon? Hear what to consider if you need your investment portfolio for income and growth. Concerned about market declines? Learn the steps pro...
Do you get those doomsday emails about the dollar?
10 Aug 2022
Contributed by Lukas
So many have been wrong about The Dollar and here is why and New threats to The Dollar. Not intended to be investment advice. Securities offered thr...
Are Real Estate Prices Going To Crash?
02 Aug 2022
Contributed by Lukas
Sensible question considering the run up in RE prices since the Pandemic……is another 2008 housing crash on the horizon or will the Federal Reserve...
Investing in a Bear Market? - Know Your Alternatives
26 Jul 2022
Contributed by Lukas
Looking for ideas on how to invest and make money in a bear market? Knowing your investment alternatives outside of stocks and bonds may help. Get wha...
Investing in a Bear Market
07 Jul 2022
Contributed by Lukas
How low can the stock market drop before it finds a bottom? How high can interest rates go? What about the dollar and gold? I keep...
Diversification and Passive income.
24 May 2022
Contributed by Lukas
It is a common misconception that only institutions and the wealthy have access to these types of inflationary hedged investments and that simply is n...
What is a Quiver - Quiver Financial
24 May 2022
Contributed by Lukas
A Quiver is a set of investment tools that can help you reach your retirement a little sooner than you may have thought possible. Since 1997 we have b...
CalSavers Mandate - How It Impacts Your Business and What To Do.
09 May 2022
Contributed by Lukas
Find out how it may impact your business in this brief informative video that covers: What are the penalties? Where do you find information? How do yo...
Will Calsavers help me retain employees? Doubt it!
07 Feb 2022
Contributed by Lukas
Business owners should know that there are better options out there besides Calsavers. Options that will benefit your employees as well as your busi...
Options inside and out of Calsavers
07 Feb 2022
Contributed by Lukas
#invest #investing #401k #retirement #stocks #stockmarket #finance #financialfreedom #inflation #realestate #oil #gas
What is CalSavers? What you need to know. Register, Login, Find out who the mandates apply to.
07 Feb 2022
Contributed by Lukas
Get the bottom line in regards to CalSavers and the new state mandates business owners with five (5) or more employees must comply with or risk fines ...