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What Are The Components of a Financial Plan?

What Are The Components of a Financial Plan?

A financial plan can be an essential element of financial stability and helping you reach your financial goals.

Jul 21, 2022

What Is the 50/30/20 Budget Rule?

What Is the 50/30/20 Budget Rule?

Creating a budget – and sticking to it – are fundamental elements of managing your personal finances. 

Jul 14, 2022

What Is the Rule of 72 in Finance?

What Is the Rule of 72 in Finance?

There are many different formulas investors can use to determine how their money will grow over time. 

Jul 13, 2022

What is a 60/40 Asset Allocation?

What is a 60/40 Asset Allocation?

Asset allocation can mean various things, depending on the context. Typically, a long-term allocation might be set at sixty percent stocks and forty percent bonds when discussing an investment portfolio. This ratio was thought to balance risk while still seeking growth. The stock holdings would be likely to grow over time, while the bonds could provide a cushion if the anticipated growth did not occur. Barron's reports that this mix has returned an average of nine percent over the long term.

Jun 28, 2022

What Does Recession Rich Mean?

What Does Recession Rich Mean?

Recessions are part of a normal business cycle, but that doesn’t mean anyone wants to experience one. Forbes explains that a recession is “a significant decline in economic activity that last for months or even years.” 1 Typically, a recession is marked by declines in productivity, increases in unemployment, and reduced retail sales. The National Bureau of Economic Research is generally accepted as the expert on defining a recession's starting and ending point. It has been flexible in identifying the cycle instead of requiring a specific number of months or quarters of contracting output. The Bureau may recognize a recession even if the downturn is interrupted by transient increases (as is the case with a W-shaped recession, for example) if the overall trend for a sustained period is lower.

Jun 26, 2022

How Can I Find a Certified Financial Planner?

How Can I Find a Certified Financial Planner?

Managing wealth, investing, retirement planning and other important financial decisions can be extremely complicated even for highly experienced financial professionals.  For novice or retail investors, these important investment financial decisions can be especially daunting, since any serious missteps could lead to a significant loss of capital. 

Jun 9, 2022

What Is a Certified Financial Planner (CFP®) And What Do They Do?

What Is a Certified Financial Planner (CFP®) And What Do They Do?

Investors may look to financial advisors to help manage their accounts and offer professional advice. Depending on your needs, you may want an opinion on a new real estate investment opportunity or how to plan for retirement. Working with a Certified Financial Planner™ (CFP®) can give you confidence that the information you receive is in your best interest.

Jun 5, 2022

What Does a Private Wealth Manager Do?

What Does a Private Wealth Manager Do?

Many important factors must be considered before making informed investment decisions. These include extensive knowledge of a wide range of markets, varying investment opportunities and strategies, as well as patience, conviction, foresight, risk tolerance, and a host of other components that make up the greater whole.

Jun 1, 2022

What Is a 1035 Exchange?

What Is a 1035 Exchange?

Financial planning often includes purchasing a life insurance policy to provide a source of income and financial security for surviving dependents.

Jul 21, 2021

How Do You Find a Financial Advisor?

How Do You Find a Financial Advisor?

Often people think of a financial advisor as a broker, giving you investment advice and managing your trades. Undoubtedly, that can be a big part of the advisor's role, but it can be more than that. A financial advisor can be like a coach, helping you pursue maximum performance as you work toward your financial goals and even pushing you to aim higher. We believe your advisor should help you create and stay on track toward your financial goals, including investing, saving for retirement, accumulating wealth for your heirs, or other specific objectives.

May 18, 2021

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