Investors are prone to many behavioral mistakes that can cost them dearly. Trying to time the market, trying to pick the winners, chasing returns, trying to go it alone are among the most common. But the one that can inflict the most damage over a period of time is when we succumb to investing inertia. What is “investing inertia?” In physics, inertia refers t
Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance analysis and estate planning strategies.
Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
Income tax planning and projections, tax minimization strategies, and income tax preparation.