Singular Focus, Singular Result

Key Takeaways

  • Like some inventions, financial products that try to do too many things at once often don’t do any of them well.
  • The words “growth” and “guarantee” rarely go together.
  • Look for products and services that are simple and easy to understand and that offer a high probability of success based on a track record.

10 Wealthy Rules to Live By

Key Takeaways

  • Don’t underestimate the importance of planning, keeping your cash from being tied up and seeking the tax advantages of every money matter you run into.
  • Just try to accomplish three things every day and when you’re trying something new, don’t expect perfection the first time.
  • If nothing else, remember to have fun as you go through life.

To Be or Not to Be – a Fiduciary?

Key Takeaways

  • The recent delay on the fiduciary rule has caused a lot of questions as to why this ruling matters.
  • Brokers and Registered Investment Advisors are different when it comes to retirement funds in that Brokers do not fall under the fiduciary rule, and Registered Investment Advisors do.
  • It’s important to know the difference between the two when you are picking an investment advisor, so please contact us if you have any questions.

5 Stock Market Truths

Key Takeaways

  • There are many misconceptions when it comes to the stock market and what we believe to be true about how to successfully invest in it.
  • There are five main truths to keep in mind when thinking about the stock market.
  • If you are not certain how your portfolio stacks up to these truths and you want to check, contact us for a complimentary assessment.