Dear clients, I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarterâs performance and provide some links to our ever-evolving website and blog. We recently posted some content that you might enjoy; the links
âFinancial PlanningââŠ. Such a scary term. Many people hear those words and have one of two reactions. âFinancial Planning? Yeah, I know the basics, but it just takes so much to get it going, Iâm not sure itâs worth it. I also donât have the time to be online all
For many people the subject of investing is dry and dull, but these top 10 finance movies portray real life events in a way that is educational and entertaining. My takeaway from most of these movies is that greed runs amuck in markets and the best way to win is
Should I buy a hedge fund? âAccording to The New York Times, investors are flocking to funds that mimic hedge fund strategies â like long/short and global macro â hoping the extra diversification will help them avoid getting wiped out again. (Alternative bond funds are especially popular this year, as
Itâs a fact that todayâs company retirement system is failing small business employees. According to Chad Parks, CEO of Ubiquity Retirement, “Sixty-seven percent of small businesses don’t offer retirement plans.â Depending on which study you look at “most employees have less than $10,000 in personal savings, people are bound to
Tax season is right around the corner! We feel that itâs important to get to know the various tax forms, especially 1099 forms because there are 17 types. This Morningstar article addresses some great questions concerning 1099 forms. It will help you understand how your investments are structured, what type
Spring is in the air! I hope you and your family are having a great start to 2017! Our team looks forward to catching up soon. We have several educational events on the calendar. Stay tuned for more information! In the first quarter of every year, I like to give
When introducing evidence-based investing, we like to begin by explaining why we feel itâs the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so itâs also worth describing how we
When introducing evidence-based investing, we like to begin by explaining why we feel itâs the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so itâs also worth describing how we
