Browsing All Posts filed under »Financial Planning«

“SO, HOW DID I DO?”

August 30, 2012

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Part I: Time Weighted Return vs. Dollar Weighted Return. As we approach the end of the quarter, soon we will be mailing out our Enhanced Quarterly Report. This document presents you with the detailed breakdown of your investments and is designed to answer a very basic question: how did your investments perform and how are […]

WHAT’S IN A NAME?

August 11, 2012

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“That which we call a rose by any other name would smell as sweet." ~Romeo and Juliet (II, ii, 1-2) This does not always hold true when it comes to choosing a financial advisor. The fact of the matter is that the purveyors of financial advice operate under a variety of business models and are […]

WHY HIRING A FINANCIAL PLANNER MAY BE GOOD FOR YOUR HEALTH

August 8, 2012

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Hiring a Financial Planner comes with many benefits, but here is one you might not have expected: a health benefit. According to the study, conducted by First Command Financial Services, those working with a financial planner are less likely to experience stress-related symptoms such as difficulty falling and staying asleep, muscle tension, changes in weight […]

STRESS TESTING YOUR PORTFOLIO

August 8, 2012

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So you have done the right thing- you have saved diligently, spent responsibly, invested in a disciplined manner, diversified your holdings, did not panic during the wild swings in the markets and did not chase the fad du jour. Perhaps you have even put a financial plan in place. Still, you are not quite at […]