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Greg Lohr, MBA
As people and investors, we have behavioral biases that we use to distill complex information and simplify decisions. These biases can be both helpful and unhelpful. We’ll look at common biases like mental accounting and dissociation to describe the effect that biases can have on...
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Greg Lohr, MBA
Artificial intelligence is computers professing information to learn from, tweak and use based on the next problem or situation it observes. It sounds more techy than it is, but it nonetheless is being used in...
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Ethan Lohr, CFP®
In many cases, today’s retirees are positioned to leave a financial legacy. Some would like to see this go to family, others to charity or a mixture of both. On top of that, they want...
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Ethan Lohr, CFP®
One of the most disrupting conversations we have with a retiree occurs when we have them consider elevating their retirement lifestyle. It goes against most everything that they’ve read or been told about income in...
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Greg Lohr, MBA
More often than not retirees have a tainted view of annuities and their role for retirement. Adverse marketing about annuities, product jargon and nuances, and advisor trust/distrust all play into the current distaste for annuities....
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Ethan Lohr, CFP®
Today’s retirement planning advice approaches a 30 year old and a 60 year old in the same manner. Upfront questions about risk tolerance and lifestyle now and in the future determine one’s probability for retirement...
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Greg Lohr, MBA
Mindset and methodology are the two biggest factors for retirees when determining when to start receiving income from their retirement assets. Mindset is a behavioral tendency that takes time to adjust. Methodology deals with the...
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Ethan Lohr, CFP®
The predominant approach to retirement planning consists of probability-based investment strategies to generate retirement income. In this model, retirement plans are often constructed around a series of assumptions, including investment allocation, anticipated income, and expected...
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Greg Lohr, MBA
There are two phases in retirement planning - accumulation and income with each phase having its distinctions. But what if your investment strategy remained the same. What if the way you invested in your younger...
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Greg Lohr, MBA
Those nearing retirement often turn to online tools and calculators to begin the process of determining their retirement readiness. But these tools are built using conventional retirement planning advice that has its shortcomings when assisting...
