That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
To avoid the common confusion that lies between investment banking and asset management, let’s first look at what each of these fields truly is.
As an advisor, we get tasked with the burden of proof as to why someone should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
Published By Ron Carson This is the time of year when many of us make resolutions and set big goals. Unfortunately, the promises we make to ourselves often get broken. Why? Many of us take the DIY approach, start out with great enthusiasm and, as life brings interruptions, gradually lose fo …
Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your …
Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven ac …
Published by Mark Lookabill It’s not too late! Before the clock strikes midnight on January 31, you still have time to potentially take some steps to lower your 2016 taxes. Here are six of my end of year tax tips:
