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NCM Blog

Welcome to our NCM BLOG page where we will address timely investment and financial planning topics...

Year-End Financial Planning Considerations Thumbnail

Year-End Financial Planning Considerations

As 2024 draws to a close, now is the perfect time to take stock of your finances. A year-end review helps you assess your financial health, address gaps, and prepare for a secure future. Here are our Top 10 Financial Planning Tips for 2024 to help ensure you are on track as the year ends.

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Don’t Leave Your Family with a Mess! Thumbnail

Don’t Leave Your Family with a Mess!

The future is something most of us take for granted. But the truth is we generally never know what tomorrow will hold. And when it comes to financial planning, perhaps there is nothing more important than keeping our families and loved ones in the most secure position as possible. What should you do? Read our blog to find out!

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Your Retirement = Your Responsibility Thumbnail

Your Retirement = Your Responsibility

Investing isn’t about mastering the markets; it’s about mastering yourself. In a world where geopolitical chaos looms large and financial uncertainty seems to be increasing for many each day, the phrase "you are on your own" resonates with a sobering clarity. You must take the reins of your financial life.

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The Portfolio That Helped You Achieve Retirement May Not Be The One to Get You Through Retirement! Thumbnail

The Portfolio That Helped You Achieve Retirement May Not Be The One to Get You Through Retirement!

We are often so focused on saving enough to achieve financial independence that we may fail to address the concern of how our portfolio will perform once we retire. Simply put, it's not only about how your assets are allocated and the average return of those investments over time, but also—importantly-- the order in which those returns occur; known as the “Sequence of Returns.”

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Thinking of Buying an Annuity? Consider This..... Thumbnail

Thinking of Buying an Annuity? Consider This.....

Given the stock market volatility, increased lifespans, as well as the state of the world today--with inflation, geopolitical risks and political uncertainty here in the US, more and more individuals are looking for "guaranteed" sources of income. Pensions are being phased out and social security is meant to only be a supplement to retirement income. So, it may not be surprising that sometimes investors feel they have no other option but to buy an annuity, and in some situations, that may be the only choice. In this blog, we will delve into this insurance product and also provide another possible solution!

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