Embrace Uncertainty!
How Elections Affect the Market
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Webinar Replay: Secure Act Q&A
April 3, 2020 Financial Perspectives
April 9, 2020 Financial Perspectives
March 27, 2020 Financial Perspectives
Asset Allocation – Explaining 85% of Your Return
Not All Advisors Are Created Equal
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
The Secret to Increasing Your Fitness Level and Net Worth
Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?
“Sportsified” Diversification
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
Webinar: Maximizing Physician Income
The Ruling on the Field is Under (Fiduciary) Review
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.