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The Power of Having a Strong Team of Professional Advisors

12/15/2022

Business owners often have a limited circle of advisors. Often, they turn to other partners, friends, or family members to discuss new ideas, challenges, or to help validate their thoughts regarding business expansion.

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Finding Your Number
Talking about finances and spending is deeply personal, so many people have no frame of reference to compare their spending against anything else. Luckily, there are some good sources of information that shed some light on retirement spending.
Sequence of Returns: More than Meets the Eye
Even well-informed investors sometimes overlook the fact that the timing and frequency of their contributions and/or distributions from their investment accounts can have a substantial impact on their overall portfolio.
Market Highs & Lows
Historically the market goes up over time so you want to stay invested no matter where the market is, and don’t try to get in and out of the market based on short-term swings or news.
Financial Empowerment for Women
The combination of financial expertise and technology can set you on a new path that's right for you. You're more than a number, and you deserve a financial future that gives you the confidence and resources needed to reach your goals.
Market Volatility and What Mama Said
It is no surprise that market volatility causes an emotional response. But we (and Mama) assure you: The kind of market volatility we are experiencing is normal and natural.
Fantasy Football and Value Investing
Warren Buffet, Value Investing, and Fantasy Football: three value-investment tips that can help you top the leaderboard.
Insights on Evidence-Based Investing
What does a professional poker player, Stoicism, and a chief economist from Vanguard have to say about evidence-based investing decisions in an uncertain future?
Tune Out the Noise!
Recent market volatility understandably creates angst, but enduring volatility is part of a smart investment strategy. Bottom line: it is about time in the markets, not timing the markets.
Prime Example: Planning Pays
Going through the process of constructing a plan, no matter how simple or complex, will break the link between short-term market fluctuations and your blood pressure.
Prepared for Normal
The recent volatility we have seen in the stock market can be unnerving for investors. What is “normal”? This article helps to reset expectations for investors.
5 Questions to Ask Your Tax Advisor
How will the tax law impact your 2018 financial plan? We recommend the top five topics that merit consideration.
Preventing Phone Scams
It seems phone scams are on the rise, including a recent case in which calls appeared to come from Baker Boyer. Here are some tips for recognizing and preventing phone and imposter scams.
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