We’ve added 5 new Client Articles: A Primer on Hedge Funds Benefits of Diversification Financial Steps to Take When Someone Dies In Case of Emergency Make the Most of Company Benefits The Asset Allocation Puzzle {more} Tweet
Tag Archives: Financial Goals
New Client Articles
Posted in Home Also tagged asset allocation, Client Articles, Diversify, Hedge Funds, Retirement Planning Comments closed
Mass Affluent Shift from Brokers to Independent Planners
For the first time ever, the number of mass affluent investors who are choosing independent financial planners is on par with those using full-service brokers, according to a new report from the Spectrem Group. In its report, “Mass Affluent Investor 2009,” the Spectrem Group found that the number of mass affluent households using full-service brokers [...]
Two-Thirds Don’t Have a Financial Plan
Despite increasing pressure to slash debt and rebuild retirement funds, nearly two-thirds of consumers do not have a written financial plan, according to the 2009 National Consumer Survey on Personal Finance. The survey, released today by the Certified Financial Planner Board of Standards, found that 64% of respondents do not have a written financial plan [...]
Posted in Home Also tagged 529, asset allocation, College Savings, Diversify, Educational Planning, Investments, Investor Behavior, Retirement Planning Comments closed
Now May Be a Good Time to Transfer Your Old 401K Plan(s)
Leaving your money in an old, forgotten 401(k) could be a losing proposition. Hidden fees, limited investment options and a likely unbalanced asset allocation can plague your retirement plan(s). If you are like many people, you’ve had many jobs over your career and left retirement-plan assets scattered about. Consolidating these plans and investments can help: rebalance your [...]
It’s All about Discipline
You don’t have to be a genius to be a successful investor. Warren Buffet once said, “Success in investing doesn’t correlate with IQ once you’re above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.” It’s true [...]