What is an estate plan? Questions this article will help you answer: What is an estate plan? What is included in an estate plan? What are some benefits of an estate plan? How do I get started? One of the most overlooked aspect of a person’s financial plan can
WATCH THE VIDEO There has been a lot of talk about 5 or 6 stocks the past couple of days, especially GameStop (GME). AMC, Nokia (NOK), BlackBerry (BB) and Dogecoin (DOGE) have been heavily discussed as well. These stocks represent a minor part of our portfolio, under 0.5% to be
Download the PDF Is there Still Value in Value Investing? January 15, 2021Stephen Nelson, CFP® I read an article recently that I thought was very good, I’d like to share some thoughts on it. It coincides with part of our philosophy on investing. It’s regarding the value premium, which has
DOWNLOAD THE PDF Happy New Year! I think 2020 is one of those years most of us are happy to have in the rearview mirror as COVID lockdowns destroyed markets early in the year, followed by record levels of global government stimulus which ultimately fueled amazing market rebounds. If we
DOWNLOAD THE PDF The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus was already in the news early in
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2020 each equity market was up more than 10%, with the Emerging Markets as the top performer at 19.7% and the lowest, the
DOWNLOAD THE PDF Most people believe that all 401(k) advisors serve the same role in a 401(k) plan. Sadly, this is far from the truth. When picking a financial advisor on your 401(k) it is important to understand the role they will play and how it will impact you as
DOWNLOAD THE PDF Many employers across the country have expressed interest in starting a 401(k) or other retirement plan but have not followed through due to their concerns over the complexity of setting up and maintaining a retirement plan. However, with modern technology and help from a 3(38) fiduciary, setting
DOWNLOAD THE PDF Section I: Market Update Report Section II: MWA Quarterly Commentary Section II-A: The Elections and Market Timing Section III: Around the MWA Office Section IV: Articles of Value, Recommended Reading Section I: Market Update Report The 3rd quarter was a strong quarter for our investors, as
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2020 each equity market was up more than 4.5%, with the Emerging Markets as the top performer at 9.56% and the lowest, International