The Ruedi Wealth Blog features articles written by members of the Ruedi Wealth Management team on topics including investment philosophy, financial planning, and current events.
Year-End Personal Finance Checklist
Looking for a year-end personal finance checklist? Below is a list of things you may want to consider before the… Read More »
6 Questions to Answer Before Retirement
In my experience as a retirement planner, I have found that very few people enter retirement completely prepared for what… Read More »
On the Money: The Psychology of Social Security
On this episode of “On the Money,” the Ruedi Wealth retirement planner team discusses the psychology of Social Security claiming…. Read More »
The Parable of the Talents: Investment Wisdom that Spans Millennia
One of my favorite stories growing up in Catholic school was the parable of the talents in the Gospel of… Read More »
On the Money: Why People Switch Financial Advisors
On this episode of “On the Money,” the Ruedi Wealth financial advisor team discusses the most common reasons people switch financial advisors and… Read More »
The Psychology of Social Security Claiming
When we create financial plans for clients, we analyze the optimal Social Security claiming strategy (based on reasonable assumptions) and… Read More »
On The Money: Why People Seek Expert Advice
On this episode of “On the Money,” the Ruedi Wealth team discusses rising interest rates and why people seek expert… Read More »
The Folly of Market Timing
When the market is near all-time highs, and “surely can’t keep going up”, it only seems responsible to move your… Read More »
On The Money: Financial Advisor Minimum Accounts
On this episode of “On the Money” Ruedi Wealth advisors and Dr. Fred Giertz discuss why many financial advisors require… Read More »
Why People Switch Financial Advisors
As a financial advisor, I tend to believe our largest competition is people “doing it themselves” – if we can… Read More »