Monthly Archives January 2018

Exclusive Interview: Yale Professor Emeritus and Hedge Fund Manager Roger Ibbotson

(Denver, Colorado) APO Financial CEO John Goodhue and President Brian Gray recently talked with Zebra Capital’s Roger Ibbotson whose behavioral financial research and data shows that holding unpopular, overlooked or “cool” stocks and avoiding popular or “hot” ones can lead to lower risk and higher performance over time. This understanding forms the basis for the design of the new NYSE® Zebra Edge® Index. Watch the exclusive interview with one of a select group of academics who have transformed traditional investment philosophy.   WATCH MORE VIDEOS HERE:   http://apofinancial.com/video-2/   ABOUT APO FINANCIAL Headquartered in Denver, APO Financial is a financial advisory firm specializing
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Categories: Uncategorized.

Slash Your Healthcare Costs in 2018

Of all the financial challenges today’s retirees face, healthcare might be the most difficult. Various sources estimate that a 65-year-old couple, retiring today, will spend around $260,000 to $275,000 on medical care over the course of their retirement years. You don’t have to come up with that money in one lump sum, of course, but it’s still a daunting figure. As with any other budgetary item, solutions range from reducing expenses to increasing income. Most of you will need to address both of those avenues, in order to become more financially stable in retirement, but for the purposes of this
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Categories: Blog.

Why You Face a Bigger Retirement Challenge Than Ever

A study by the TransAmerica Center for Retirement revealed a startling truth: nearly 80 percent of Americans believe they will have a harder time achieving financial security in retirement than the previous generation. That’s a personal opinion, of course, but it’s backed up by some real trends. There are several major reasons that saving for retirement is tougher than ever… You probably won’t get a pension. Fifty years ago, pension plans were a standard benefit for many American businesses. A pension guaranteed you a fixed payout, for as long as you lived, after you retired from your career. What security!
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Categories: Blog.

How Does the New Income Tax Law Affect You?

It happened just before Christmas, so maybe you missed it: Congress did indeed finally agree upon a bill to overhaul our income tax structure. Or, perhaps you’ve heard the news, but you’re wondering how exactly it will affect you. With such complicated legislation, it can be difficult to know exactly how everything will pan out, but here’s what we do know at this point… We still have seven income brackets. The original idea was to compress income brackets down to only four, but that idea apparently didn’t make it through to the final writing of the bill. However, the taxation
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Categories: Blog.

Start Off the Year on the Right Foot

Start Off the Year on the Right Foot Although New Year’s resolutions might seem silly, studies have demonstrated that those who make them are actually more likely to accomplish their goals. Maybe it’s the simple power of defining and mentally committing to an objective, or perhaps it’s the social pressure of sharing your plans with at least one other person…. Whatever the reason, resolutions work! So, on that note, we suggest that you consider the following resolutions with regard to your financial life. “I will get my finances organized this year”. You might be shocked at how much you’re spending
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Categories: Blog.