Wealth Management For Individuals, Companies, and Sports and Entertainment
One of the most fundamental truths of investing is that you can’t time the market. As legendary investor and economist Bernard Baruch put it, “Don’t try to buy at the bottom and sell at the top. It can’t be done except by liars.”1 Even so, it’s natural to wince a little when you buy an investment only to see the price drop, or sell only to see the price rise. And no matter how much you try to make objective…
Continue reading A Steady Strategy
Insurance can be boring and overwhelming. You may wonder do you have too much insurance, not enough or the wrong kind? Aaron Harris from the Raymond James Insurance Department will join us for this enlightening webinar and discuss utilizing insurance in financial planning for protection, accumulation and retirement. He will touch on topics such as disability insurance, life insurance and Long Term Care Insurance and who should consider it. If you are wanting to protect your future, you do not…
Continue reading Insurance Planning Webinar
Insurance can be boring and overwhelming. You may wonder do you have too much insurance, not enough or the wrong kind? Aaron Harris from the Raymond James Insurance Department will join us for this enlightening webinar and discuss utilizing insurance in financial planning for protection, accumulation and retirement. He will touch on topics such as disability insurance, life insurance and Long Term Care Insurance and who should consider it. If you are wanting to protect your future, you do not…
Continue reading Insurance Planning Webinar
Insurance can be boring and overwhelming. You may wonder do you have too much insurance, not enough or the wrong kind? Aaron Harris from the Raymond James Insurance Department will join us for this enlightening webinar and discuss utilizing insurance in financial planning for protection, accumulation and retirement. He will touch on topics such as disability insurance, life insurance and Long Term Care Insurance and who should consider it. If you are wanting to protect your future, you do not…
Continue reading Insurance Planning Webinar
Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your children are grown. You should periodically review your needs to ensure that your life insurance coverage adequately reflects your life situation. Estimating your life insurance need There are a couple of simple methods that you…
Continue reading How Much Life Insurance Do You Need?
What is it about spring that always motivates us to get organized around the house? Getting your financial household in order is equally as important. It is a good time to create or update your estate plan. That includes such essentials as a will or trust, a living will, durable powers of attorney, a letter of intent and beneficiary forms. We know it is easy to put it off. It may not seem like an urgent need, but you never…
Continue reading What is the State of your Estate Plan?
These worksheets were created with you in mind. We customized them to help you in many different areas, from establishing your budget, to transitioning to retirement. Depending on where you are on your financial path these worksheets are designed to help you get to the next level and help you achieve financial happiness.
Financial aid is essential for many families, even more so now in light of COVID-19. How much do you know about this important piece of the college financing puzzle? 1. If my child attends a more expensive college, we’ll get more aid Not necessarily. Colleges determine your expected family contribution, or EFC, based on the income and asset information you provide on the government’s financial aid form, the Free Application for Federal Student Aid (FAFSA), and, where applicable, the College…
Continue reading Test Your Knowledge of College Financial Aid
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to watch out for at every age. Your 20s & 30s Being financially illiterate. By learning as much as you can about saving, budgeting, and investing now, you could benefit from it for the rest of your life. Not saving regularly. Save a portion of every paycheck and then spend what’s left over — not the…
Continue reading Watch Out for These Financial Pitfalls in the New Year
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment tasks. 1. Evaluate Your Investment Portfolio To identify potential changes to your investment strategy, consider the following questions when reviewing your portfolio: •How did your investments perform during the year?…
Continue reading Five Investment Tasks to Tackle by Year-End