Serving successful families and businesses since 1982.

529 Plan

5 Things to Teach Your Kids About Finances

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. It’s also safe to bet that many of these kids run to their parents, wanting to buy some or all of these items.

Should You Use 529 Plan Funds on K-12 Education

Focus on Long-Term Goals Instead of Reacting to Short-Term Market Movements

By: Jay E. Pluimer, AIF®, CIMA®
Director of Investments

An important aspect of the Flourish investment philosophy is to help our clients find the right portfolio for them. We use a variety of tools to help clients identify their risk tolerance, then match that up with their long-term financial goals to build a customized investment solution.

The following article by Dave Goetsch, Executive Producer of “The Big Bang Theory”, provides helpful perspective about the importance of staying focused on long-term goals instead of reacting to short-term market movements. This is an important concept to connect with because big market changes can affect us emotionally and psychologically. Mr. Goetsch does a nice job of summarizing his connection with market performance without using investment jargon.

Comparing Medigap Plans

Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA. explains the choices regarding health insurance for most Americans over the age of 65. Hint: they can either be overwhelmingly complex or deceptively simple. 

Holiday Wrap-Up - 2016

A look back at 2016 thus far
Presented by Wealth Management Group of KC

The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest rates in December. As Thanksgiving week began, the S&P 500 sat comfortably near 2,200, while the Dow Jones Industrial Average pushed toward breaking 19,000. Some analysts felt both indices would post single-digit advances in 2016, but they may yet surpass those expectations – the S&P was up 7.3% YTD when Thanksgiving week started, and the Dow had advanced 8.6% YTD. Some major overseas indices were also in line for nice 2016 gains. Away from the equity markets, 2016 has been a fine year for commodities, with oil prices rebounding, and a great year for home sales. Investors approached the holidays in a bullish mood.1

Market Update: February 17, 2016

Stocks embraced signs that perhaps the economic slowdown feared around the world may not materialize as U.S. economic data came in better than expected and investors hoped China would be coming through with additional stimulus for their economy.  Bond markets saw yields rise yet again as the Producer Price Index was higher than analysts had expected, removing some fears of deflation.

Market Update: February 17, 2016

Stocks embraced signs that perhaps the economic slowdown feared around the world may not materialize as U.S. economic data came in better than expected and investors hoped China would be coming through with additional stimulus for their economy.  Bond markets saw yields rise yet again as the Producer Price Index was higher than analysts had expected, removing some fears of deflation.

Market Update: February 16, 2016

Stocks gained as investors breathed a sigh of relief that China’s stock market did not slide upon its re-open after being closed for the Lunar New Year celebrations.  Bond markets saw yields creep slightly higher despite weaker than expected U.S. economic data as some measure of fear and panic left the markets.

The true cost of college

In some families, parents cover the entire cost of college. In others, the college student pays 100 percent by working his way through school and possibly taking out loans (you have to ask yourself whether this student might have a better appreciation for the educational experience).

Syndicate content

Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

Geneos Privacy Policy

 

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved