Determining safe withdrawal rates – or the rate where the percentage of a portfolio that can be withdrawn on an annual basis without sacrificing the portfolio’s ability to last for the lifetime of the investor – is difficult to do. Nobody can predict the future, so knowing exactly how long an investor’s lifetime is going to… [Continue]
February 10, 2017 By
Take Steps to Simplify Your Investment Strategy
Complicated investment strategies that have no defined structure or path are the surest way to set yourself up for investment failure. Taking the time to focus your investment strategy and simplifying your portfolio can be easy with these three simple steps. Consolidate accounts where you can. Having fewer accounts will reduce the confusion of multiple… [Continue]
February 10, 2017 By
Avoiding Small Mistakes Can Lead to Big Gains
Investment success often hinges on the smallest decisions – one seemingly meaningless choice can quite literally make or break the bank. Unfortunately, it’s difficult to narrow down every single “right” choice that investors should be making. Often times their portfolios or financial planning goals are too varied to offer a one size fits all solution.… [Continue]
February 10, 2017 By
Astute Financial Considerations not Dependent on Portfolio Size
Regardless of whether you’re investing $5,000 or $50 million dollars, there are four things you should always remember before going into an investment. Be aware of investment costs. Staying cognizant of the various fees attached to your investment helps you make the most of your money. When you’re working with an adviser on these investments,… [Continue]
February 10, 2017 By
Exploring Medicare Options Can Pay Dividends
With more Americans turning 65 (approximately 10,000+ every day), more people are enrolling in Medicare. Let’s look at the four part Medicare system together, to make sure everyone’s on the same page as you begin to plan: Part A: Part A & B are known as Original Medicare. Part A, specifically, is hospital insurance that… [Continue]
Connect with Us