Hear from founder and president, Tim Doehrmann.
The story of the Mexican fisherman has been bouncing around the internet for years in one form or another. It’s a reminder to slow down, reassess our situations, and really think about the lives we want to live.
There can be confusion over how and where your assets are held when you have an investment account with a registered investment advisor (RIA) firm. Tim covers what a financial custodian is and does.
Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process.
Economic and societal changes along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it.
Tim talks about the reality of how impeachment proceedings affect the stock market by looking at prior impeachments and the economic forces going on at the time.
Tim talks about five problems with dividend investing and also a better investment strategy.
Tim talks about why his opinion about IPOs hasn’t changed by discussing two recent IPO examples. Then, he describes why it's important for his firm to be the high-value option
Tim discusses risk management and, particularly, whether or not you should buy long-term care insurance to supplement your retirement plan.
Tim talks about the appeal of investing IPOs, the problems, and why companies do IPOs, plus, whether IPOs should be a part of your investment portfolio.
Why are interest rates, inflation, economic growth all relatively low in historical terms? The global financial paradigm has changed and the basic principles of investing can no longer be taken for granted.
A financial plan is used to reduce your stress about money, support your current needs, and build a nest egg for retirement. Continue reading to get started.
It can be difficult to put yourself in someone else’s shoes and this is certainly the case when it comes to money. However, helping them find an understanding or compromise can be rewarding for everyone. Like with most things, an objective third party can add great value to this type of situation.
Not only can delegating reduce stress and let you focus on things that matter most but it can also improve your finances. Not sure if you're ready to start delegating? Here are surefire signs.