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Here is an archive of our past e-newsletters. Check back regularly for future updates.

Don't Let the High Send You Up In Smoke

With increasing news and noise about the up-and-coming marijuana industry, we’ve started to receive more questions about the potential for investing in what looks to be a growth industry. Even though there could be positive potential, it’s important to remember that not all companies have what it takes to survive, and more importantly, that not all stocks are legit.

Fiduciary Rule? What Fiduciary Rule?

In recent news, you may have heard about the Department of Labor’s new fiduciary rules that require advisors to act in the best interest of their clients. While this primarily applies to retirement accounts, many advisors already adhere to fiduciary standards, but there are key differences that clients should know when working with anyone claiming to be a financial advisor. 

In Case You Missed It - The Science of Fear & Greed

On May 10th, Randal Barton of Voya Investment Management led us through an engaging discussion on the psychology of investing.

Plans this summer?

Tax season is officially over!  

If you got a refund, the government just gave you your own money back.

If you owed a balance, you got to live on the government interest-free last year. 

The Internet of Things - Do gadgets live in our world or do we live in theirs?

In this age of technology, the world we live in is getting “smarter." We have smart phones, smart cars, smart watches, and smart homes.  And each year, the things around us seem to get smarter as they learn about us: our likes and dislikes, the things we watch and read, the temperature at which we’re most comfortable in our homes, and the things we buy.

Year-End Update from Balanced Financial Concepts

December 2016

Balanced Financial Concepts Year-End Letter

Election 2016 and the Market

From November 10, 2016

 

WARNING AGAINST NEW IRS EMAIL SCAM

From October 26, 2016

Your Year-End Checklist

From October 17, 2016

Well, it’s October, which means Halloween, changing colors, colder weather, and…fortunately for us in Northeast Ohio this year, still Baseball season! 

Every day we get a little closer to the end of the year, so we wanted to share with you a couple of links that will kick off Year-End Planning Season:

Retire Wise | August 2016

 

 

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