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.
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.
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.
Balanced Financial Concepts Year-End Letter
From November 10, 2016
From October 26, 2016
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:
The Role of Cash In Your Portfolio
Perhaps no other asset class solicits such mixed feelings among investors as cash. In bull markets, cash is shunned. In bear markets, cash is embraced. Having a better understanding of the role cash plays in your financial program and its relationship to stocks and bonds is a critical step to reaching your financial goals.