NEWS & BLOG

Written by Mike Rogers, Founder and President at 360 Financial Retirement planning for self-employed people may seem very overwhelming. When you have a full-time job, your retirement planning is in the form of a 401(k). But when you’re self-employed, the path is less cut and dry. However, with proper planning, you can retire just as […]

Written by Mike Rogers, Founder and President at 360 Financial How many steps are in the financial planning process? This is a great question to ask if you’re considering working with a financial planner. We’ll help you understand the process. TABLE OF CONTENTS What is the Financial Planning Process? What are the Steps in the […]

Written by Mike Rogers, Founder and President at 360 Financial Inflation is increasing, costs are rising, and financial insecurity is a huge concern for many people across the globe. Now is the perfect time to get serious about managing your finances and reaching your financial goals—and a financial advisor can help you along the way. […]

Written by Mike Rogers, Founder and President at 360 Financial While there’s no magic formula to making money and growing your wealth, there are certain things you can do to stack the odds in your favor. Starting at a young age is key because you’re more likely to develop good habits – which can make […]

    BRIGHTENING OUTLOOK FOR INTERNATIONAL EQUITIES Investors got more excited about international investing late last year. Some of that was chasing better returns, as developed international equities solidly beat the U.S. over the last three months of 2022. Some was the increased popularity of value investing as mega-cap U.S. technology stocks became less in […]

January 10, 2023 Mike and Brian guide you through recognizing 2022 imbalances that had built in the economy and setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. As you watch, if you have any specific questions or concerns, please […]