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New Articles: Working With an Advisor
Simple Strategies to Reduce Taxes
While there are many types of taxes individuals pay on wages, properties, gifts, etc… the most applicable taxes for investors are income and capital gains tax. When investors examine their portfolio performance, they often neglect the impact that taxes have on their overall
Finance and the City
If you’ve never watched an episode of the HBO hit series “Sex and the City”, you’ve probably never...
Transfer Problems
Many Investors Use Financial Advisors...
Using Advisors
Wealth management strategies and financial...
Situational Profiling
Discover how dating and profiling are similar...
Forecasting Returns
The existence of fortune tellers in modern
Investor Stage of Life
As the old Byrd’s song goes, “A time to be born, a time to die, A time to plant, a time to reap, A time to kill...
Stock & Diversification
We’ve all heard the story about the Ferrari driving Microsoft janitor from the heyday nineties. You know the one...
Cash in on Social Security?
Over the course of your working lifetime, with every paycheck you should’ve dutifully paid taxes... ...
A Budget Family Vacation
Ask a child where they would like to vacation with their family and Walt Disney World® ranks as a top choice. Kids love...
The Four Types of Taxes Charged to Americans Today
A very wise man once said there are only two guarantees in life: death and taxes. Taxes come in all shapes and sizes are applicable to various aspects...
Monte Carlo Simulation and Forecasting Returns
The existence of fortune tellers in modern day society inevitably leads us to believe people would like to gain insight of their future. While an investment...
Spring Clean Your Finances
As the first signs of spring arrive and you get the urge to clean your house, don’t forget to tidy up your finances as well...
Financial holiday recovery
The holidays are over. Like many people, this may be that time of year when you feel the most “tapped out,” from spending more money in the weeks leading up...
Pulling up stakes in retirement
Have you ever dreamt of living somewhere else? Retirement may bring many possibilities for a new place to call home. If you’re intrigued by the notion...
Enjoying your family vacation - on a budget
Ask a child where they would like to vacation with their family and Walt Disney World® ranks as a top choice. Kids love the magic of Disney and parents...
Minimize banking fees
People often joke about storing their money under the mattress in order to keep it “safe.” The mattress option might actually begin to look a lot...
Cash in on Social Security sooner or later?
Over the course of your working lifetime, with every paycheck you should’ve dutifully paid taxes toward Social Security...
Succession planning for your business
If you are a small-business owner, you have probably poured much of your life into building a successful enterprise. You may be reaching a point where...
Strategies to Avoid Tax Spending Spree
This is the time of year when many taxpayers rejoice. Those are the ones who have just received or are about to receive a refund check from the IRS....
Investment Policy Statement: Risk Objectives
Much like return objectives, risk is segmented into ability and willingness to assume risk. The ability to assume risk is based on financial and circumstantial restrictions..
Investment Portfolio Phase and Stage of Life
As the old Byrd’s song goes, “A time to be born, a time to die, A time to plant, a time to reap, A time to kill, a time to heal, A time to laugh, a time to weep.” Those who...
Investment Policy Statement: Return Objectives
While the ability to accept risk is usually measured on a quantitative basis, an investor’s willingness to assume risk is based on more psychological factors. It...
Problems When Transferring Your Accounts
Many Investors Use Financial Advisors. That's not necessarily a bad thing right? You're hiring a knowledgeable financial professional who has the ...
Reasons To Use A Financial Advisor
Through wealth management strategies and financial planning services, advisors provide a meaningful service to many clients. While their stock picks may at times
Your Financial Profile and Investment Policy Statement
In our society, we have official profiles and records that document every facet of our lives. In medicine there are medical profiles, the legal system a criminal
Situational Profiling and Dating
When advisors initially meet with a prospective investor, they have very knowledge of the client’s financial background and experience. Situational profiling
Finance and the City: Investor Personality Types
If you’ve never watched an episode of the HBO hit series “Sex and the City”, you’ve probably never had a girlfriend who’s a remote hog. To save you the trouble of..
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