Why I Became a Financial Advisor
Take a behind-the-scenes look at Gerald Robinson. Gerald is a fee-only financial advisor and founder of Lightforce Financial in Texas.
When it comes to stocks, investors face a big question: How much exposure is enough?
This post provides some insight as to what percentage of your portfolio should be in equities if you're in retirement. For investors already in retirement, how well they answer that question may have big consequences for how well they reach their goals. "About 37% of...
Is the Federal Reserve System close to the end of its rate hiking campaign?
The Federal Reserve System may be close to the end of its rate hiking campaign based on a continued cool down in inflation, but the central bank has one more policy move that poses a big risk for the stock market. Ned Davis Research highlighted in a Thursday note that...
Is longevity a major consideration in my retirement planning process?
I'm often asked: "Is longevity a major consideration in my retirement planning process?" A little research on my part uncovered the TIAA Institute's recent study which emphasizes an understanding of longevity is as crucial as financial literacy in order to secure a...
SIMPLE IRA contribution limits
Writing in USA TODAY Blueprint Section Ashlyn B. and Hannah Alberstadt want you to imagine walking into a world of financial planning where the path to retirement is less like a perilous mountain trail and more like a leisurely park stroll. They claim that's the...
Financial Planning: Why you should work with a CFP certified advisor
It's a big myth that financial planning is something only the wealthy need to do. It doesn't matter whether you earn $50,000 a year or $500,000 a year. No matter what your income and assets look like, you need to make the most of your money and resources. And that's...
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/164109. Past performance is not a guarantee of future results. Diversification and asset allocation do not ensure a profit or guarantee against loss. Registration with the SEC does not imply a certain level of skill or training.
