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How do I find the Right Financial Advisor? Thumbnail

How do I find the Right Financial Advisor?

With a growing number of individuals referring to themselves as financial advisers it’s no surprise why investors are facing challenges around finding the right financial professional to partner with. As a financial adviser, I understand it can be confusing for investors to distinguish between different types of financial advisers, their licenses, credentials and the services they provide.

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2019 First Quarter Market Update- Redemption Thumbnail

2019 First Quarter Market Update- Redemption

Have you ever overreacted? Of course you have. Maybe your spouse did or said something that normally would only be mildly irritating, but for some reason on a particular day it really upset you. This might cause you to say something you later regret. The chances of us as human beings overreacting to something increase when we are tired, hungry, or under the weather. In other words, when we are under duress it is not uncommon for us to be moody.

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2018 Year in Review, Market Update  Thumbnail

2018 Year in Review, Market Update

As far as investing is concerned, I prefer years that are easily forgotten. It’s easy to forget years where the market hits its “average performance”. Unfortunately, markets do not like to hit their averages each year. In fact, markets very rarely return their multi-year average in any single year. For the last century, the S&P 500 has returned an average rate of return of about 10% per year, yet from 1926-2018 the index has only returned between 8%-12% seven times. Seven years out of 92!

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Risks and Opportunities for the 2018 GM Buyouts Thumbnail

Risks and Opportunities for the 2018 GM Buyouts

Shortly after releasing a strong third-quarter earnings report for 2018, GM sent correspondence to 50,000 of its employees that the company will be offering a voluntary severance package. The package is being offered to about 18,000 salaried employees who have 12 years or more experience.

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DIVORCE: Things to be conscious of when “Consciously Uncoupling” Thumbnail

DIVORCE: Things to be conscious of when “Consciously Uncoupling”

Have you ever heard the term “conscious uncoupling?” It was used to describe the reason for Gwyneth Paltrow and her former husband Chris Martin, lead singer from the band Coldplay, for getting a divorce back in 2014. What many of us don’t know is this term was coined by Katherine Woodward Thomas, the US psychotherapist who advised Gwyneth Paltrow during that time. When asked about the idea behind the term Woodward described it as a better way to describe a relationship ending with “goodwill and respect.”

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Third Quarter Market Update Thumbnail

Third Quarter Market Update

It has been ten years since the Lehman Brothers declared bankruptcy and surged the world into the global financial crisis. There have been 3 different Chairs of the Federal Reserve in that time frame. The world has changed a lot since then...

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The "B" Word Thumbnail

The "B" Word

No, I’m not talking about that “B” word! I’m talking about that curse word that most advisor’s broach with their clients, BUDGET. Now, I’m not talking about a budget in the sense that everyone has to have an itemized spreadsheet with dollars allotted for each activity, spending countless hours a week micromanaging. Generally its having an idea of how much income is coming in and expenses that are going out every month. To be frank, when you retire not only will you have to know your personal budget but also live within it. Otherwise you run the risk of running out of money.

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How is FSG Different When it Comes to Helping the Retiree? Thumbnail

How is FSG Different When it Comes to Helping the Retiree?

At FSG, we focus on those things we know will bring the most value to a client in fulfilling their needs and meeting their goals and objectives. When it comes to helping the retiree, there are three major components we believe make us different than other financial professionals.

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Easy Tax Savings you are Likely Missing- Don't Overlook QCDs Thumbnail

Easy Tax Savings you are Likely Missing- Don't Overlook QCDs

In my opinion, QCDs are one of the most underutilized tax strategies around today. This is especially true with the new tax law. Those who qualify and are already giving to charity often get significant tax savings with little-to-no downside by utilizing them. In this article, I will go through some basics of QCDs and three ways they can save a taxpayer's money.

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