Partnering with a financial planning professional offers much more than just the Financial Plan itself. Taking the time to invest in this relationship creates strength in many ways that you may not often times associate with engaging a financial planner, and in today’s article we are going to look at a few of those ways. Continue reading “Why You Should Partner with a Financial Planner (Even if You’re a Pro)”
Savings is the foundation of what I work with my clients on. It may take many forms such as retirement savings, college savings, wealth transfer, executive compensation strategies, or emergency savings but all roads started with saving. I’ve said it many times as my father said to me: “When it comes to saving start early and often.” Continue reading “5 Simple Things You Can Do To Save More”
What is an Index (or Benchmark)?
The term “Index” is widely used in financial conversations, publications and news broadcasts. Often the conversation goes something like “Investment X is outpacing the S&P 500 Index year to date”, however what does this really mean to the average investor? Indexes are the reflection of a segment of the financial markets such as: S&P 500, Dow Jones Industrial Average, Nasdaq Composite and Barclay’s Capital Aggregate Bond Index. These are only a very small sampling of the indexes available both Domestically and Internationally, what they tell us is the relative performance of the companies or bonds that they track. Continue reading “Why Your Goals are the Only Index to Measure Against”