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Thursday, November 16, 2017

‘Tis the season to consider giving, and here is some food for thought: For many people giving to family reduces the amount that will go to the government, and keeps those hard-earned assets in your family instead. There may be...

 

Monday, November 13, 2017

Holistic planning is defined by ISC Financial Advisors as - Evaluating all your moving parts, creating a unique strategy specific to your situation, goals, then working with your professional team to design and implement your plan with...

 

Monday, November 6, 2017

I recently heard a presentation from Amy Florian; she is a “Thanatologist” which is the highest level of certification in grief studies. She lost her husband at 25, and has studied how to help people suffering ever since....

 

Friday, November 3, 2017

I’m a little embarrassed to be so excited about this, but here we go: Schwab is now providing charitably minded clients a checkbook for their IRA’s! In the past, we were whipsawed by last-minute tax law changes on whether...

 

Tuesday, October 31, 2017

People often amass large positions of one company stock; it can be from stock options, significant appreciation, inheritance, etc. I see it all the time. Recently I saw a portfolio with two companies that had been held for probably...

 

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Tuesday, October 24, 2017

Well they kept going through my mind recently as I went to see an orthopedic surgeon about my knee that has been giving me some trouble. I popped it, and figured I would walk be able to walk it off. Lo and behold, that was a terrible...

 

Monday, October 23, 2017

When I was growing up during family weddings, there seemed to always be one man who was first on the dance floor and last off at the end of the night. He overflowed with a passionate enthusiasm for life, and left an impression on me. I...

 

Tuesday, October 17, 2017

Most people assume that when they go to a doctor, the care given will be in their best interests. This has also been assumed by those seeking financial advice from a professional, but, to many investors’ surprise, this does not...

 

Thursday, October 12, 2017

Some really remarkable volatility levels and more from SSGA Is this the calm before the storm? Price to book is at 15-year highs for the S&P 500 Index Some industries stand to benefit more from the proposed tax breaks if they go...

 

Tuesday, October 10, 2017

Are you wondering what to do, when you are faced with a class action lawsuit on one of your investments? You probably get lots of junk mail from companies that you own stock in, but once in a while, there is a piece of paper that might...

 

Friday, October 6, 2017

If you have Schwab accounts with our firm, some of the potential benefits to you include: Quickly view all of your accounts on one page with the household view Access up to date balances, account values and create custom reports Share...

 

Friday, October 6, 2017

Download here: Cash Balance Plans

 

Tuesday, October 3, 2017

One of the hardest parts of investing, other than making the money to put to work is controlling one's emotions when times are scary. Preparing yourself in advance to be aware of the risks is a great way to reduce anxiety, and prepare...

 

Monday, October 2, 2017

full slide deck here https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/guide-to-the-markets This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do...

 

Friday, September 29, 2017

We have recently seen some large swings, both positive and negative in the equity markets. While these swings are typical and expected in any market cycle, they can make some investors nervous. Below are a few thoughts to help you...

 

Tuesday, September 26, 2017

My father-law-in asked me to join him on a fly-in fishing trip to Ontario, Canada. When we got to camp, I put together my fishing rod but was having some problems with the reel. Instead of reeling in the fishing line, the reel was...

 

Tuesday, September 26, 2017

Please read if you have significant assets within your retirement account! There is a planning option that we recently learned about that you may want to consider. Typically, spouses simply leave their individual retirement account...

 

Wednesday, September 20, 2017

A few clients have reached out to us recently with questions about the big data breach from Equifax. If you are a client or prospective client, and have questions about this information or want to brainstorm regarding your specific...

 

Monday, September 18, 2017

Swings are typical and expected in any market cycle, they can make some investors nervous. Below are a few thoughts to help you navigate this choppy market. Asset Allocation - Make sure your investment account is properly invested...

 

Thursday, September 14, 2017

Be careful out there! Check out the history of their inflation here. Take care, Tom

 

Wednesday, August 30, 2017

Looking for a Financial Planner you can trust? This post gives some things to consider when looking for one.

 

Wednesday, August 16, 2017

This a timely message. In "Worrying About Risk Can Be Very Risky" Tony Isola frames the endless turmoil we are seeing in today's world, and how it relates to your finances. A few years ago, I never would have thought we would be...

 

Monday, July 10, 2017

Charlie’s great work has earned him a promotion to an advisor role on the team with Tom Gartner and Tim Jaynes. His primary duties moving forward will be to work closely with Tom and Tim on client service and investment...

 

Wednesday, May 17, 2017

Knowing That We Don’t Know Knowing that we don’t know certain things, and then planning with that in mind can make a big impact on investment results. Very few people thought that the stock market would rally 10+% after the...

 

Monday, May 8, 2017

Charles Achterkirch Investment Advisor Unless you have been living under a rock, it is highly probable you have seen a news program or read an article on the topic of increasing costs of college tuition. It seems that a lot of the...

 

Tuesday, April 4, 2017

Chad Duppong, CFP®, ChFC, CLU Certified Financial Planner at ISC Financial Advisors Over my career, there’s one topic that no one wants to talk about when divulging their finances to me. I’m not sure why this topic is...

 

Monday, March 13, 2017

Over the course of the last two years, we have seen many companies either add or switch entirely to a high deductible health plan for their employees. For some companies, the high deductible health plans compliment a major medical plan...

 

Monday, December 12, 2016

Tom Gartner, MSAPM, CFP® Independent Fiduciary Advice Do you remember during the cold war years the President carrying the nuclear “football”? It was a brief case which held the launch codes to authorize the use of...

 

Friday, October 28, 2016

Jamie Dimon, CEO of JP Morgan is famous on Wall Street for being one of the “good guys.” He and his colleagues had a lot of insights about the current state of the world. Below are my distilled notes in case you are...