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Posted on December 3, 2019
“A low-cost fund is the most sensible equity investment for the great majority of investors.” -Warren Buffet- By now, most investors have heard of Exchange-Traded Funds. Commonly known as ETFs, these low-cost investment options offer trading flexibility, portfolio… Read More
Category: Investment Planning
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Posted on December 2, 2021
US Debt-Ceiling Debate Heats Up Again
by C. Todd Fry, CIMA(R), CFS
Raising the National Debt ceiling may seem routine, however, increasing political bias in both parties has made the process anything but simple. Arguments over which party has contributed more to the deficit, through tax cuts or entitlement packages,… Read More
Category: Investment Planning, Market Commentary
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Posted on November 9, 2021
The World in 2030: 10 Predictions for Long-Term Investors
by C. Todd Fry, CIMA(R), CFS
Do you ever wonder how rapid advancements in science and technology could change our lives, economy and the way we invest in the relatively near future? Some of the sharpest minds in the world of investing attempt to… Read More
Category: Investment Planning
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Posted on November 9, 2021
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
by Curated article
As Congress continues to debate a reduction in the estate and gift tax exemption–slated to rise to $12.06 million in 2022–now may be a perfect time to consider some lifetime gifts. Many people plan for bequests at the… Read More
Category: Estate Planning, Investment Planning, Tax Planning
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Posted on November 9, 2021
Living with Abundance
by Douglas Smith
We all want to be successful. As a result, many of us have cultivated a highly competitive nature. Can being too competitive ever be detrimental? Our guest contributor says the answer is “yes.” He contends that being highly… Read More
Category: Investment Planning
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Posted on December 3, 2020
What can our Wealth Management Portal do for you?
by Tracy Severson FPQP(R)
“For every minute spent organizing, an hour is earned.” -Benjamin Franklin First, the portal allows you to aggregate all of your assets and have account values updated in real time. You will be able to access a complete… Read More
Category: Investment Planning Tags: wealth management
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Posted on November 16, 2020
‘Tis the Season…
by J. Eric Rice, CFP(R), ChFC(R)
“We make a living by what we get, but we make a life by what we give.” -Winston Churchill As we approach this time of Thanksgiving, many of us have a desire to open our hearts and our… Read More
Category: Community/Giving Back, Investment Planning, Tax Planning Tags: annual exclusion, charitable gifts, donor advised fund, Financial Planning, IRA donation, year-end giving
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Posted on June 12, 2020
Real Estate Investing
by C. Todd Fry, CIMA(R), CFS
“Don’t wait to buy real estate. Buy real estate and wait.” -Will Rogers- For most of us, our only real estate investment is the house we currently occupy. In the past, unless we were committed to being a… Read More
Category: Investment Planning
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Posted on February 12, 2020
Why Investment Policy Statements Matter
by C. Todd Fry, CIMA(R), CFS
“In many spheres of human endeavor, from science to business to education to economic policy, good decisions depend on good measurement.” -Ben Bernanke- Successful investing, like virtually every endeavor, is grounded in a plan. The plan should clearly… Read More
Category: Investment Planning, Video
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Posted on January 1, 2020
Global Investing
by C. Todd Fry, CIMA(R), CFS
“Globalization is the process by which markets integrate worldwide.” -Michael Spence- Today, many investors in the United States are investing globally by default. Many of our largest, blue-child companies are multinationals that have a significant presence around the… Read More
Category: Investment Planning
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Posted on December 3, 2019
Exchange-Traded Funds
by C. Todd Fry, CIMA(R), CFS
“A low-cost fund is the most sensible equity investment for the great majority of investors.” -Warren Buffet- By now, most investors have heard of Exchange-Traded Funds. Commonly known as ETFs, these low-cost investment options offer trading flexibility, portfolio… Read More
Category: Investment Planning
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