Posts Tagged ‘financial advisor’
Quarterly Market Review – Fourth Quarter 2021
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2021.
Read MoreDo I Need Musical Instrument Insurance?
Today we discuss how to decide if the musician in your family needs musical instrument insurance. Watch (or read) to find out more!
Read MoreCharitable Giving, Part 2 – Advanced Strategies
Today we dive into a few advanced strategies for charitable giving—and the tax implications for each. Read on to find out more!
Read MoreWhy Peaks Aren’t Cliffs (in the Stock Market)
The stock market is nearing another all-time high. Does that mean we are headed for a fall? Unlikely. Read on to find out why not!
Read MoreIs a Health Plan with an HSA Right for Me?
Today we discuss what to consider when deciding if a health plan with an HSA is a viable option for you. Watch (or read) to find out more!
Read MoreHow does a financial advisor get paid?
Today we dive into the 3 common fee structures that financial advisors use. Here we clarify commission-based, fee-only, and fee-based methods—so you can choose wisely.
Read MoreEnvironmental, Social, and Governance (ESG) Investing
ESG investing is gaining followers. This week we highlight what Environmental, Social, and Governance (ESG) investing entails.
Read MoreWhen Should I Hire a Financial Advisor?
Do you have one of the 3 situations that call for a financial advisor (financial complexity, an unexpected major financial change—or planning for one)? Learn more here!
Read MorePhysics and the Stock Market
The media would have you believe that what goes up must come down. Are they right? Read on to find out more.
Read MorePet Insurance – What to know about pet care!
This young puppy went on some expensive vet adventures! Learn when pet insurance can make vet visits much less stressful—both emotionally and financially.
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