Tag Archives: Investing

101. Portfolio Review Analysis With Cindy Mueller



The end of the year means it’s time for clients’ portfolio reviews. That means it’s time to ensure that you’re still meeting your goals, and checking your risk tolerance.

In this episode, join Cindy Mueller as she explains her analysis of portfolio reviews. Cindy walks us through what a balanced portfolio is, the biggest red flags she spots in portfolios, and how taxes are affected in an investment portfolio.

Cindy discusses:

  • What a portfolio review means
  • What a balanced portfolio is
  • What some of the red flags are when looking at someone’s portfolio
  • How are taxes affected by an investment portfolio
  • And more

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About Cindy:

Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

Cindy grew up in Camas, Washington and holds a BA in Finance from Washington State University. Following graduation, Cindy was accepted into Washington Mutual’s two year management training program where she spent 12 years in various financial roles. In addition to raising her three bustling children, Cindy was active in the Bellevue School District for multiple years as PTSA President, Treasurer, and Auction Chair, earning Volunteer of the Year and the Golden Acorn Award, which is awarded for outstanding service to youth in the community. Additionally, Cindy was awarded the Interlake High School Booster Award.


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99. The Mindset of Boring Investing With Mike Whitmore



In the current economic situation, excitement can build with the thought of the availability of investing opportunities.  However, some opportunities could lead to great risk.  Talking about boring investing could really be a valuable conversation.

In this episode, Mike talks about the exciting part of boring investing. When it comes to cryptos and stocks, it can be exciting to invest in riskier stocks in hopes to get rich quick but it is never that simple. Having individual stocks could be a great way to get rich, but it is a lousy way to stay rich.

Mike Whitmore discusses:

  • Why diversification is so important
  • What he thinks about cryptos
  • Why you should stop gambling with your future
  • The benefits of having a retirement plan
  • And more

Connect With Mike Whitmore

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About Mike Whitmore

Mike is an experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Search Engine Optimization (SEO), Sales, Conference Speaking, IT Strategy, and Management, Mike has a strong finance professional with a BS focused in Marketing from Brigham Young University.

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