July 2021 Update
Friends of Colwyn:
I hope you are well this Middle of July. I certainly love our Country and this time of the year I am always reminded of the freedoms I enjoy. As I research economic […]
1907, 2021
1908, 2020
Course Outline
Course Outline
Section 1: Life Planning for Retirement
Traditional vs. new retirement
New retirement opportunities
Values and objectives in nine areas of life
The retirement planning process
Section 2: Retirement Needs & Expenses
Early retirement trends
How […]
1908, 2020
Investment & Retirement Planning Education Course
You are invited to…
An Investment & Retirement Planning Education Course
An Educational Course for Adults – Ages 50 +
Why Financial Education is Important
Due to recent tax law changes, an uncertain future for Social Security and the […]
1908, 2019
Watching the Volatility
As the volatility continues, I can always find some calm waters by remembering the fundamentals, sound decision making within the financial markets always come back to them. I am eager to look at earnings […]
1606, 2017
Sit and Watch…
I wanted to share some thoughts about the current markets that align with my sit and watch mentality.
This from FS Investments:
Sitting tight
In a week dominated by geopolitical headlines, corporate credit was unchanged to […]
2001, 2017
Welcome to 2017!
Welcome to 2017!
I hope you are well as we begin this new year!
2016 was a pretty crazy year. We began the year with some significant down turns across all the markets and increased volatility. Oil […]
1609, 2016
Focus is needed…
The Weekly summary…
“Schwab Market Perspective: Round and Round We Go…
By
Liz Ann Sonders
Brad Sorensen
Jeffrey Kleintop
– September 16, 2016
Key Points
After August’s all-time highs followed by a stall, stocks were once again jolted into […]
1706, 2016
What is a fee-based, Financial Advisor?
Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial advisor who is candid, trustworthy, unbiased and provides personalized […]
1103, 2016
Reporting Statement Changes Starting Soon
In an attempt to keep all of our clients informed. We post the following from IPA, Investment Program Association.
Although we are an Investment Advisory Firm and we are not associated with a Broker Dealer, there […]
103, 2016
Do you manage a company 401K or IRA plan?
We believe there are some choices you need to be aware of that perhaps you hadn’t considered before.
Let me ask you a few questions:
Are you familiar with the difference between an RIA firm and a […]
