Robert Lum

07/12/2022

Commodities like energy and agriculture have seen big price jumps this year as demand for basic materials rebounds. Let’s discuss whether commodities may be a good alternative investment.

07/05/2022

From residential to commercial to real estate investment trusts, real estate investing has shifted in recent years. Together we can explore the topic of real estate trends.

06/30/2022

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

06/28/2022

Did you follow the GameStop frenzy in January 2021? Welcome to the world of meme stocks. While the social media buzz is fun to follow, investment in meme stocks may not be appropriate for many long-term strategic investors.

06/28/2022

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

06/26/2022

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.

06/24/2022

While Medicare covers some health care expenses in retirement like doctor visits, other routine care like eye exams won’t be covered. Let’s connect and make sure you’re prepared.

06/22/2022

You’ve likely heard electronic currency terms like blockchain, Bitcoin, Dogecoin. But what does it all mean? Let’s review the basics of cryptocurrency - including the risks.

06/22/2022

Planning your retirement income stream can be challenging. Together, we can review your situation and long-term goals to set a strategy that works for you.

01/18/2022

Asset allocation allows investors to balance risk and reward across a variety of portfolio asset classes. Let’s review your investments and ensure they’re aligned to your time horizon and tolerance for risk.

11/29/2018

Four out of five workers have not calculated how much they will need for health costs in retirement. Learn about the misconceptions and then let’s talk about strategies that could help ensure you’ve saved enough.

Identify the triggers that could impact what you'll pay for medical treatment in retirement.

11/27/2018

The severity of any market drop needs to be put into the proper perspective. Learn the measurements Wall Street professionals use to define the intensity of a market drop from a recent high.

When the stock market turns rocky, it's good to know the difference between a pullback, correction or bear market. It provides needed perspective.