Blogs

How to Create Order out of Chaos with Your Financial Records

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those critical circumstances. The chances of making costly errors are too great not to take some very simple, albeit essential, measures to get and stay organized all year long.

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States.

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

Lee Brothers Sidekick Foundation presents MAD Dash: a Mitochondrial Disease Adventure Race

We invite all our clients and friends to join us in supporting the Lee family in raising money for Mitochondrial Disease research. The Lee family recently lost their 8 year old son, Aiden Lee to Mitochondrial Disease and would like to raise money to support research in finding a cure for this disease.

Market Review of the 2nd Quarter of 2016

FIRST Financial Group presents a market review of the 2nd quarter of 2016. Please check out the slide show below to see how each sector of the world financial market performed over the past quarter.

Is an Investment Advisor Really Worth the Investment Advisory Fee?

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

The US Mutual Fund Landscape

One of our mutual fund partners, Dimensional Fund Advisors has completed their annual study of the US mutual funds available to investors. Their findings are shared below in the video. DFA suggests that when selecting a mutual fund, one must look beyond past performance and instead look to the fund's cost of investing as well as how the fund was managed.

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

The Importance of an Investment Philosophy

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you, because strategy, while important, is nothing more than a manifestation of an investment philosophy.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved