Serving successful families and businesses since 1982.

bull market

Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Strategic vs. Tactical Investing

FPH 2018 Year in Review

new-years-eve-2762630_640.jpg

FPH 2018 Year in Review

The FPH team added a player, Investopedia's Most Influential Advisors list, a bunch of articles, 40,000 Reasons, and a market Grinch at the end.

Gifts That Keep on Giving

Once again, the holiday season is upon us. For many families, however, the events of the past year have resulted in a shift in values and priorities. With the economy in a state of flux and the unemployment rate high, spending quality time with family and friends is superseding excessive consumerism.

3 Keys to Retiring Happy

Happiness in retirement is up to the individual. While you might be happy with a retirement spent in a sleepy beach town where the daily routine includes going to the beach to tan and having happy hour at the local beach bar, that might not cut it for the next person.

Investing in Tangible Assets

Remember Beanie Babies?  In the late 1990’s, Beanie Baby mania swept the country, with amateur collectors searching frantically at every card shop and kids store to find the latest beanie. Many turned to online stores and eBay, looking for the Beanie Baby that would make them enough money to retire or send their kids to college.

5 Financial Factors to Consider when choosing a Retirement destination

Every American eagerly awaits the day when they can work a little less and relax a little more. Retirement has been a dream for many Americans born in the post-World War II era. Pensions from government and private jobs, combined with Social Security, made it easy for generations of Americans to eventually retire comfortably.

5 Retirement Tips for Millennials

The Millennial generation takes a lot of flak for its attitude and beliefs, both from other generations and among media outlets. Millennials have been labeled as entitled and lacking in drive. These characterizations are up for debate, with individual members of this generation disproving those views on a daily basis through their actions.

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