Prudence would dictate that investors prepare for all possibilities - including the worst. While the worst is unlikely to happen, it is important to protect assets from the implications of serious change.
Only then will you feel free to take advantage of opportunities, seeking out investments that yield excellent rates of ... Read More
14
Feb2014
08
Feb2014
Can you fill your own cavity? Can you properly represent yourself in a lawsuit? Can you set a broken bone after an accident? Of almost everyone, unless you were specifically trained and educated in these tasks after years of college, the answer is no. It is not in our skill ... Read More
06
Feb2014
Many people mistakenly think that they do not need a last will and testament. Most feel that they either do not have enough assets to warrant having a will, or they mistakenly believe that the state will dispose of what little assets they have in a prudent manner. While states ... Read More
31
Jan2014
Many people are confused about the new HARP 2.0 loan program that is being rolled out. What is it and why does it make sense? Tom Fischer, Financial Planner interviews Joe Herrell about the program in this informative video.
The HARP program is part of the Obama ... Read More
27
Jan2014
Basically, planning of any type requires you to think at a higher level. However before this process begins, it is crucial to approach this with an open mind. Having an open mind does not equate to committing or buying in “initially”, it is simply another method of looking at the ... Read More
16
Jan2014
A stockbroker or wealth manager will typically take control of your entire portfolio or assets and manage them. A stockbroker, money manager, wealth management specialist, or financial advisor is a little different than a financial planner. A financial planner is someone who takes an entire ... Read More
06
Jan2014
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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 ... Read More
07
Nov2013
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 ... Read More
25
Oct2013
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 ... Read More
10
Oct2013
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 ... Read More