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How is Your Relationship With Your Scottsdale Financial Advisor?

1  
January 6, 2014
> Over the 16 years I have been in practice, I have encountered many different situations, problems, and opportunities to help as a Scottsdale Financial Planner.  The opportunities to grow with my clientele, has to have been the most rewarding for me.  Working with people is what I do for a living and building long term relationships is what it is all about. Instead of me submitting one of my many blog articles I have written about a specific product or process I thought instead this would be a great time to just talk about what makes me tick a bit and share ... Read More

What Are 529 College Savings Plans?

7  
November 7, 2013
What Is This? Saving for the future cost of college tuition of our children, our own retirement, and purchasing a home are some of the biggest financial goals that we set for ourselves in our lifetimes. One of the biggest tools that parents have for saving for their children’s college education is a 529 College Savings Plan. A 529 College Savings Plan is...... very similar to a Roth IRA. Your investments are deposited in a 529 College Savings Plan with after-tax dollars, and your investments continue to grow until they are withdrawn. As long as you use the proceeds for a qualified educational ... Read More

Are You a Risk Averse Investor?

3  
October 25, 2013
Many people who once thought that they could handle the stock markets swings are quickly finding that they are truly a risk adverse investor. Five of the ten largest single-day drops in the Dow Jones Industrial Average since 1899 have taken place in the past three years. Many financial planners use an investor risk tolerance questionnaire to find out what types of investments to put their clients in. While all are diversified in a portfolio of stocks, bonds, mutual funds, and other assets, some investors chose to allocate more of their assets to riskier investments despite market swings in the ... Read More

What Is An Annuity And How Can It Fit Into Your Retirement Plan, Tom Fischer, Financial Specialist in Scottsdale

7  
October 10, 2013
What Is An Annuity And How Can It Fit Into Your Retirement Plan Having an annuity can balance out your retirement investment portfolio. This provides you with a constant stream of income. In most cases, you can have the safety of a continuous source of income regardless of what the stock market is doing. Annuities have been gaining in popularity with financial planners. They are using this as a tool to help their clients to have a more diversified source of income stream. This helps during retirement and as a hedge against a rocky financial market. What Is This? An annuity is an insurance product ... Read More