Insights
Monthly Newsletters
Monthly Investment Review: December 2014
2014 was a year that many in the business of financial forecasting would like to forget. While the equity markets made several industry professionals look good, other areas did not. Most expected a healthy rise for equities and all major indices complied. The S&P 500 finished 2014 with a total return of 13.7%. The Dow Jones Industrial Average was up 7.5% (approximately 10% when dividends are included), notching its sixth straight annual gain. And the NASDAQ composite jumped 13.4%. However, very few prognosticators thought rates on the 10-year treasury would fall.
Read More
Free Guides
Your Family Index Number: Defining Your Future With Confidence
Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your Family Index Number; the individual rate of return you need to achieve your goals and objectives with confidence.
Blog
2015 Financial New Year’s Resolutions
Published by Ben Goethel My running New Year’s Resolution for the past five years has been to give up caffeinated soda. But by January 3rd, I’m usually right back in the habit. Realizing my result will most likely be similar this year, I’ve decided to make some easier-to-implement financial resolutions. Not only are these resolutions easier to follow through on, they can also have a significant impact on your financial future. Here are three options for those looking for some ideas of their own!
Read More
Blog
Retirement Planning
Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen
Read More
Infographics
Retirement Planning
Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared?
Read More
Free Guides
Maximize Social Security Benefits & Minimize Tax Burden
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this free guide, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.
Infographics
Social Security
You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits.
Read More
Blog
Social Security
You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits. Click here to open fullscreen
Read More
Blog
What Fees Are You Paying In Your 401(k)?
Published by Micah Schmidt, If you are like many workers in the Unites States, your employer offers a defined contribution plan such as a 401(k) or 403(b) as a part of the benefits package. As you look to direct how investments are made within your account, it is important to consider all fees involved along with investment performance to determine the best allocation choice for you.
Read More
Blog
Share Buybacks: A Good Alternative?
Published by Bob Loewens Often I have questioned whether it is best for a company to grow earnings per share (EPS) through stock repurchase programs or from re-investing to support higher demand for their products. I have gone so far as to wonder if less emphasis should be placed on buyback driven EPS increases. However, I have come to realize that these efforts can be very attractive to long term results.
Read More