Colin Meeks
The Financial Advocate
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.comDisclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives a...
Vizitează neapărat site-ul podcastului și susține-i creatorul: marylandfinancialadvocates.com
Autor
Colin Meeks
Categorie
Site-ul podcastului
Cel mai nou episod
1 iul. 2026
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Episoade
MFA PODCAST 15 Get Ready For The Santa Claus Effect 24.12.2025 10:08
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be investe...
MFA PODCAST 14 - Beware Of The Year-End Financial To-Do's 10.12.2025 12:37
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less 23.07.2025 11:46
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or le...
MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process 09.07.2025 13:32
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less 18.06.2025 9:58
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.
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