Time for the Contrarian?
Robert Davis discusses the negative sentiment engulfing the equity markets today. Taking a contrarian view to the consensus has in the past provided opportunities for outsized returns.
Successfully Timing the Markets: Often Attempted, Seldom Achieved
We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.
Cash Balance Plans
A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.
5 Financial Issues Only Women Face
Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read the full article: 5 Financial Issues Only Women Face [...]
Time for the Contrarian?
Robert Davis discusses the negative sentiment engulfing the equity markets today. Taking a contrarian view to the consensus has in the past provided opportunities for outsized returns.
Successfully Timing the Markets: Often Attempted, Seldom Achieved
We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.
Investing in Index & Target Date Funds: A Closer Look for the Smart Investor
by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” perspective. As a result, passive index funds have gained a [...]
Types of Fixed Income
Types of Fixed Income Chances are that fixed income (bonds) will comprise some portion of your investment portfolio during your lifetime. Many investors use bonds as safe-haven assets in their portfolios due to their (typically) lower risk level relative to stocks. However, the types [...]
What is Disability Insurance?
Disability insurance is a type of insurance that will provide income in the event a worker is unable to earn a living due to a disability. This type of insurance is important as individuals are significantly more likely to suffer from a disability than premature death [...]
3 Steps to Start a Budget
Whether you are starting your first job or have been retired for ten years, creating and maintaining a budget is critical to set yourself up for financial success. A budget can help prioritize long-term saving, reduce the amount of credit card or debt-related spending, and [...]
Five Common Questions on 529 College Savings Plans
Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 years.1 Fortunately, there are tax-efficient ways to save for college [...]
Make 2019 Your Year of Financial Clarity
January is the time where you can’t avoid those articles and conversations discussing the best New Year’s resolutions and how to make this year your greatest. This article is different in that we would like to offer you the tools, support, and partnership to get [...]
Next Step In Women’s Empowerment – Taking a Stand With Your Finances
Women are speaking up more and more these days. Speaking up for what they believe in….equal opportunities, equal pay, a safe work environment, having their voices heard in political matters, and their overall right to be happy. Redefining Roles As a Financial Advisor, I meet many women who have [...]
6 Ways to Become Your CPA’s Favorite Client This Tax Season
6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and better proactive planning. Becoming your accountant’s favorite client this tax [...]
Paying it Forward in 2021
Paying it Forward in 2021 While many are celebrating as they watch their portfolios grow in value, we all know there are many who are struggling financially during these challenging times. Charities are no different, as they have faced a steep decline in 2020 [...]
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend how to build an investment portfolio based on your specific [...]
2020 Year-End Financial Check List
Here are several simple year-end tax planning ideas to consider before you ring in the new year to improve your personal finances.