Portfolio Management

Why should you hire an independent financial advisor?
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

A question that you may have asked yourself is why you should hire an independent financial advisor? A common question that I hear from people who are not familiar with the difference between a financial advisor who is independent vs.

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Rule #1 For your financial future: there is no “I” in “team”
Blog
Financial Planning
Portfolio Management
Retirement Planning
/ By
Admin

Here is rule #1 for building your financial future. Whether you are a business owner, or an individual, you may rely on the advice and guidance of various financial professionals who may not be working together, as a team on your behalf. In a perfect world the people who provide financial planning & retirement, investment management and tax & estate planning advice should work together as your team, to provide professional advice that is suitable for you and in the best interests of your business or family.

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Protect Retirement Money With Better Asset Allocation
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

Protect Retirement Money With Better Asset Allocation

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Maryland Fee-Only Financial Advisor
College Planning
Creative
Estate Planning
Financial Planning
Long Term Care Insurance
/ By
Admin

As the President of an independent wealth management and investment advisory firm, I am honored that Investopedia has chosen to partner

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Managing Portfolio Risk and Tolerance
Blog
Portfolio Management
Retirement Planning
/ By
Admin

If you’re like most people, you could probably use professional advice with managing portfolio risk and tolerance, as well as learning how to evaluate your portfolio in terms of its return potential.

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High Return Investment Risk
Blog
Financial Planning
Portfolio Management
Retirement Plan Services
/ By
Admin

Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on investments within your portfolio, it is important to always keep in mind that with investing, risk and reward are opposites sides of the same coin.

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Financial Literacy: Key to Creating and Sustaining Wealth for African Americans
Financial Planning
College Planning
Estate Planning
Portfolio Management
Retirement Planning
/ By
Admin

Why Financial Literacy?A major differentiating factor between those who understand how to make money work for them has everything to do with financial literacy,

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Convert Required Minimum Distributions Into Tax Free Income
Estate Planning
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

It is currently happening to some and eventually, this will likely happen to all of us. I am referring to Required Minimum Distributions (RMD). The RMD is your required minimum distribution amount which the Internal Revenue Services requires you to withdraw each year from your IRA, SEP-IRA, Simple IRA or retirement plan account when you reach age 70 ½.

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Avoid Making Retirement Planning Mistakes
Estate Planning
Financial Planning
Portfolio Management
Retirement Plan Services
Retirement Planning
/ By
Admin

Hang in there with me for a minute and you will understand what I’m talking about. When done properly, the process of retirement financial planning should greatly reduce the potential for costly mistakes during retirement.

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