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IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments

Webinar

Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this?  When you read the headline did you cringe? Break out in a cold sweat?   Grab another glass of wine?   Maybe even panic? If so, don't beat yourself up. Your human. […]

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Rising Health Care Costs, Medicare and You.

Webinar

Question:     What are the current estimates for out of pocket health care expenses for a 65-year-old retired couple? Answer:       $285,000 Reaction:     Ouch! Rising health care costs combined with the confusing nuances of Medicare can frustrate and confound the best of us. At Mission Point, we want our clients and friends to have the best […]

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Enjoying your Money! Tips on Traveling to Great Destinations

Mission Point Planning Sheffield Conference Center 3290 West Big Beaver Suite 195, Troy

 Ok, it’s not exactly financial planning, but traveling and enjoying your money is an important aspect of personal happiness.  After all, you saved your money for a reason! We’ve brought in an expert as well, Scott Hunter the “Traveling Man” and CEO of Cruise and Travel Experts.  He’ll will be talking about some of the […]

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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