Money, time, and skill: Give back this holiday season
It’s that time of the year again: with the leftover turkey chilling in the fridge and the fall decorations quickly turned into holiday cheer, all signs point to shopping and sugarplums. But even with the overwhelm of parties to attend, cookies to be baked, and shopping to be done, we can’t ignore one major aspect […]
Read ArticleRebalancing Interview with Morgan Smith
Morgan Smith was recently interviewed to discuss the importance of rebalancing and provided tips to investors to make the practice easier. Below is the full Q&A with insightful tips to take away… In your opinion, why do so many people fail to rebalance? What do you tell your clients when trying to convince them […]
Read ArticleCrowdfunding: The New Venture Capital?
Rewind to 2010. “Crowdfunding” was a term you heard and thought “Oh, that sounds fun.” At the time, your eyes probably opened wide when you heard that it accounted for $880 million in project funding. Today, we’re sure your eyes would open even wider when you hear this: a recent report from Massolution states that […]
Read ArticleAdvisor Succession Planning: Why It Matters To You
Hiring an investment advisor to help you properly prepare for retirement is a smart play. But, have you ever stopped to consider whether your advisor has planned for his own retirement—to ensure you aren’t left adrift when that happens? If you think most advisors have succession plans in place, you’d be wrong. A recent report […]
Read ArticleReal Estate – Is it a Good Investment?
For many investors, the lure of real estate is, well… real. You’ve heard “get-rich-quick” success stories; you’ve done a bit of research; you’ve heard from your friend, the real estate agent, that its the best investment around. We’ll tell you right off the bat: to an agent, real estate is always a good investment. Does […]
Read ArticleWhat Can a High School Coach from Arkansas Teach Us About Investing?
Kevin Kelley is an Arkansas high school football coach who almost never punts the ball. When he first arrived at Pulaski Academy, local fans were furious and confused by his coaching strategy. Kelley says he stumbled upon research done by a Harvard college professor. The main theme of the professor’s paper was that conventional […]
Read Article3 Important Investment Mistakes to Avoid in 2015 and Beyond by Morgan Smith
Mistake #1: Diversifying by Hiring Multiple Financial Firms Many investors want their investments diversified. This is a good thing for those who want to reduce many of the risks associated with investing, but the mistaken perception of what diversification actually means causes investors to have some strange ideas.One of the things I’ve heard people […]
Read ArticleThe Basics of Property and Casualty Coverage
Christopher Van Slyke and Scott Obrien of WorthPointe interview Allstate’s Melissa Fleming about the basics of property and casualty coverage:
Read ArticleApril Market Commentary
Warren Buffett: Takeaways from a stellar 50-year track record Market Performance Index MTD % YTD % 3-year* % Dow Jones Industrial Average -1.97 -0.26 10.40 NASDAQ Composite -1.26 3.48 16.60 S&P 500 Index -1.74 0.44 13.66 Russell 2000 Index 1.57 3.99 14.70 MSCI World ex-USA** -2.09 3.17 5.29 MSCI Emerging Markets** -1.59 1.91 -2.19 Source: […]
Read ArticleAn American Retirement Crisis? By Charles L. Stanley CFP® ChFC® AIF®
The National Institute on Retirement Security (NIRS) recently released a public opinion research report that found that an overwhelming majority of Americans – 86 percent – believe the nation faces a retirement crisis. Some of the findings are: Some 86% of respondents agree that the nation […]
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