Financial planning blog

Timely and free financial planning advice

Aging plan discussion with a wealth advisor

March 13, 2024

An Aging Plan to Live Life to the Fullest

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.

Married couple planning concentrated stock investments

March 8, 2024

What is a Concentrated Stock?

The phrase “concentrated stock” or “concentrated equity” means that a large amount of your net worth is tied up in a single company. Example of a Concentrated Equity Stocks are partial ownership interests in a company. For example, if your company is worth $10 million dollars and has 100,000 shares, then each share is worth...

Value of a wealth advisor for financial success

March 7, 2024

The Value of Financial Planning

February 27, 2024

How can I talk to my inheritors without spoiling them?

Many people struggle with the desire to keep their wealth private and prepare their children and grandchildren to receive the money. So, we want to have our cake and eat it too! Let’s walk through a few good ideas. With proper planning, and an experienced guide to help you do just that. One of the...

Recent stock market trends and investment insights

February 13, 2024

The Magnificent Seven and Reasons for Optimism in 2024

Watch our investment commentary movie to get a more complete summary of the last year! Skip ahead to: 2023 stocks, bonds returns (5 min) 5, 7 and 10 companies you might want to know (7 min) Opportunities we see in value, small and international companies (11 min) Federal Reserve and inflation, what that means for...

How election years impact financial markets and investment strategies

January 30, 2024

Investing in Election Years, a Guide for Investors

Learn the answers to common questions about investing during election years. * Which political party has been better for investors? (start at 7 min) * What typically happens to equities in an election year? (start at 9 min) * Which sectors have done best in an election year? (start at 16 min) * What mistakes...

January 23, 2024

Three Pillars of Retirement Income Planning

What makes a successful retirement? More than money! Dr. Michael Finke is a researcher who speaks around the country about financial planning. His research shows there are three pillars to happiness in retirement: Money Health Relationships Dr. Finke’s unique perspective argues that we ought to invest in each of them. Money Retirement is more than...

Couple discussing finances with a wealth advisor

January 9, 2024

Home Healthcare Agencies

Three pillars of a happy retirement are money, health, and relationships. As we age, health becomes more and more important. If you, or a loved one, is looking for home healthcare, you may want to start your search here: the Medicare website. Home healthcare agencies are registered with Medicare, so they can receive Medicare payments....

January 2, 2024

2023 Year End Axos Statement

This is a great time to be a long-term investor, but if you are looking short-term, 2023 might have been a difficult year for you! Investments, by and large, ended the year with gains. The majority of these gains happened quickly, and came from a few investments. Artificial Intelligence sent the shares of a few...