The Morgan Report Q4 2014: The Asset Allocation Paradox
Investing in asset-allocated portfolios is truly an absurd notion, a paradox. Do I have your attention? Haven’t I been asserting for years that asset-allocated portfolios are the best strategy to invest for long-term investors who desire gain but cannot afford significant losses? Yes. So let’s […]
Read ArticleMarket Commentary January 2015
What a predictable and very unpredictable year 2014 was. Yet, that could be said about every year! For starters, the U.S. economy picked up steam throughout 2014, and the S&P 500 Index racked up another double-digit gain following 2013’s 30% advance. The economic forecast was reasonable. Though a call for another double-digit advance may have […]
Read ArticleInvesting For Trusts
As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives. Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]
Read ArticleThe Special Needs Trust
An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust. A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]
Read Article“We asked a palm reader and a financial adviser how to handle our money” in Market Watch
While we don’t necessarily agree with the writer’s conclusion we are happy to have been used as a source. “We asked a palm reader and a financial adviser how to handle our money.” Written by Priya Anand Market Watch
Read ArticleThe Ins and Outs of Real Estate – Radio Show
The Ins and Outs of Real Estate July 12th, at 1:00pm.
Read ArticleWall Street Journal – “Five Popular – but Dangerous – Investments for Individuals” – Christopher Van Slyke
Christopher Van Slyke is quoted in the Wall Street Journal again this week: Five Popular – but Dangerous – Investments for Individuals
Read ArticleRetirement Plans for Business Owners- Radio Show
Retirement Plans for Business Owners June 18th, at 1:00pm. Morgan and Scott talk about retirement plans for business owners. Think it’s just “plug and play”? Think again. Business owners can be held personally liable for problems with their plans. Gain insight into how to best select, compare, and manage your company retirement plan.
Read ArticleEric’s Story: Can You Relate?
Operating as a sole proprietor works well in many industries, but it may not be ideal for financial planners. Lacking the support of a team, most advisors who are solopreneurs hit the wall at some point and must decide between two options if they wish to get to the next level: building up their own […]
Read ArticleBrokers vs. Fiduciaries
This is from a competitor but we just love this video and how it explains what we do. We’re dietitians.
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