Everything to Consider When Choosing a Financial Advisor

Posted on September 30, 2022
If you’re not an expert in financial matters, you may wonder if hiring a financial advisor is a good idea. Choosing a financial advisor can be a bit daunting. There are many people calling themselves “financial advisors” these days. But not all of them have the qualifications for the job. You want your financial decisions […]

7 Tips for Choosing the Best Wealth Management Firm

Posted on May 08, 2022
Are you thinking about your financial future and how to make the most of your money? If the answer is yes, it may be time to consider the benefits of wealth management. Careful wealth management can impact the preservation and growth of your assets and financial future. Selecting the best wealth management firm for your financial […]

Financial Planning Advice for Retirees: 7 Tips for Living a Financially Healthy Life

Posted on May 01, 2022
A recent report found that 41% of Americans say “it’s going to take a miracle to retire.” Whether you fall in this category or not, financial planning is critical. Even if you have more than enough money to retire comfortably, it’s still important that you practice savvy money planning. If you don’t carry out comprehensive financial planning, your wealth could […]

6 Wealth Management Tips: Trends and Strategies in 2022

Posted on April 15, 2022
According to recent reports, 20 percent of the income high net worth individuals earned in 2020 came from finance and investments. If you are a high net worth individual in retirement—or looking to retire, it’s more than possible to preserve and grow your wealth into the future. However, you have to adjust to the times and practice savvy […]

Market Drops & Historical Perspectives

Posted on April 05, 2022
Market Drops & Historical Perspectives It was September of 1939 and Germany invaded Poland. This was an incursion that would subsequently entangle virtually all of Europe, but would eventually involve Japan, Russia, the United States, and others all over the world. A 26-year-old man in Tennessee observed the terrible negativity of people around him and […]

What You Need to Know About Investing After Retirement

Posted on March 16, 2022
How much do you have saved for retirement? The average retirement savings for American households is $65,000, and with the pandemic, this number may be even lower, according to the Motley Fool. This same data shows that 40% of Americans are afraid they won’t be able to retire because of financial setbacks from the pandemic. Many retirees […]

Are You Rich? What Is Considered Wealthy in America

Posted on February 15, 2022
The United States is the richest country in the world., from a Gross Domestic Product (GDP) standpoint.  America’s economic output is nearly $21 trillion. The next closest country is China with a GDP of $14.72 trillion. The American Dream is a catchphrase that carries significance for so many residents. Thanks to economic freedom and opportunity, […]

Fear – A Great Sell Motivator, But Frequently Misleading

Posted on February 08, 2022
Fear – A Great Sell Leader, But Frequently Misleading  The most recent fear to visit the investment community is the Coronavirus. Unless you are living under a cactus in a remote desert, this is not news to you. This infection first appeared in December, and by the end of January hundreds of people across several […]

December and January Drop in the Market

Posted on February 02, 2022
The stock market doesn’t need a valid reason to fall into a correction.  Invariably, holders of stock, especially those who have not been investors, who may be new to investing, will ask their investment consultants and advisors what made this happen.  Market pundits typically do their best to comply and present some sort of reasonable […]
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