Select Dividend Portfolio: 5 Star Rating From Morningstar
Gearing Up for Inflation… Helpful ideas to protect your portfolio.
It's been many years since the US economy has experienced meaningful inflationary pressure.
Considering the record amounts of stimulus and deficit spending that is taking place in 2020,
now may be the right time to “inflation-proof” your investments.
Self-Employed? Tax Efficient Ways To Begin Saving For Retirement.
Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.
Professional Spotlight: William Bevins, CTFA at Cypress Capital (Franklin, TN)
One of the best aspects of being a wealth manager is helping people achieve their financial goals. For many people, talking about money or finance is generally a turnoff. I get that. Some elements are confusing. It’s not like accounting or investment courses were a requirement while we were in school. I know that a conversation about how money, investments, or retirement plans work can put some to sleep.
Advantages of Roth IRA Conversions in 2021
For anyone with a traditional IRA, the option of converting to a Roth IRA is something to consider. Each individual and their circumstances ultimately determine if a conversion is right for them; but some years offer more reasons to convert than others. 2020 is shaping up to be one of those years.
Second-Guessing Your Financial Situation? Get an Unbiased Review
Most people worry about their financial standing. I get it. Money is on everyone’s minds, especially during these uncertain economic times.
Six Life Events that Require a Financial Planner
Sooner or later in life everyone is faced with making a big decision. I have identified six events in life that are easier to navigate with the help of a financial planner. An experienced planner is trained to help simplify financial matters and offer advice to help clients work through life changes.
Are You Prepared for Retirement? Planning at Age 50+
If the thoughts of retirement have entered your mind, chances are it’s time to begin planning. Anyone within 10 years of retirement should have a comprehensive financial plan. Waiting until the last minute usually ends in surprise and disappointment.
Disability Insurance: Avoid The Most Commonly Overlooked Element Of Financial Planning
Wealth protection and preservation is a vital part of any financial plan.
Investment Planning During Uncertain Economic Times
If you invest long enough, at some point in time, the world gets turned upside down.