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...
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...
Many people do not realize the importance of having a beneficiary listed on their retirement account or investment account. It is extremely important to review your current account beneficiaries and make sure they are consistent with your current estate plans. Whether or not you have a named...
As an investor, how should you respond to a market correction such as the one we experienced over the past month? Please read the following article from one of our partners, Dimensional Fund Advisors.
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same...
The purchase of a life insurance policy will never make most peoples’ top ten list of favorite things to do. After all, there is a lot not to like in the whole process of buying life insurance. With hundreds of products from which to choose, it can be confusing. Insurance contracts can be complex...
Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to...
Announcing...a FIRST Financial Group Document Shredding Event
All FIRST Financial Group clients are invited to attend our 2014 Document Shredding Event and Holiday Open House on December 9, 2014 from 3:30 – 5PM. Please bring any documents you would like to dispose of and we will provide a...
Clients often ask us, "How much do I need for retirement?". For each individual the answer will be different due to different lifestyles, retirement goals and personal needs. Please watch the videos below to learn more.