Financial Planning

LLCs, Series LLCs and Real Estate, Oh My!

…https://www.legis.nd.gov/cencode/t10c32-1.html Oklahoma 18 OK Stat § 18-2005 (2014) https://law.justia.com/codes/oklahoma/2014/title-18/section-18-2005/ Tennessee C.A. §48-249-309 https://law.justia.com/codes/tennessee/2010/title-48/chapter-249/part-3/48-249-309 Texas Texas Business Organizations Code §§101.601 – 101.622 https://statutes.capitol.texas.gov/Docs/BO/htm/BO.101.htm#M Utah Utah Revised Limited Liability Company Act §…

Outsourced Accounting & Bill Pay (Individuals)

Outsourced Accounting & Bill Pay Have confidence knowing your personal financial statements and bills are handled with timeliness and precision. Proactive Accounting Services Led by an experienced team of advisors,…

Investing

You Probably Don’t Need This Popular Annuity Product

…risk without an FIA, contact us to schedule a call with a member of our team. We look forward to getting to know you. Footnotes: https://retirementincomejournal.com/article/fixed-indexed-annuities-a-retrospective/ https://retirementincomejournal.com/article/fixed-indexed-annuities-a-retrospective/ http://www.finra.org/investors/alerts/equity-indexed-annuities_a-complex-choice http://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html http://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html…

Investing

Risky Business: Five Investment Risks of 2021

…is eager to answer your questions and ensure you’re comfortable with your portfolio and financial plan. Download This Article Footnotes https://www.cnbc.com/2021/11/26/stock-futures-open-to-close-market-news.html https://data.bls.gov/pdq/SurveyOutputServlet https://www.bls.gov/news.release/cpi.nr0.htm https://investor.vanguard.com/etf/list#/etf/asset-class/month-end-returns https://finance.yahoo.com/quote/PTON https://finance.yahoo.com/quote/ROKU/ https://finance.yahoo.com/quote/TDOC https://finance.yahoo.com/quote/ZM https://asia.nikkei.com/Business/China-tech/China-s-tech-crackdown-widens-to-Tencent-from-Alibaba https://www.kiplinger.com/article/investing/t052-c016-s002-benjamin-graham-s-timeless-advice.html…

Investing

Time to Boot the Bonds

…bonds, anyway? Well, we did – for several reasons -and we’re confident you’ll appreciate their unique characteristics. Bonds, with more stable returns, buy us time when stocks, real estate and…

Andrew Sasso, CFP (Headshot)

Financial Planning

The Danger of Keeping Up with the Joneses

…is that it can show the brilliant power of compound interest and just how far a dollar saved and invested today will go in the future. Footnotes: https://www.mckinsey.com/industries/high-tech/our-insights/thinking-inside-the-subscription-box-new-research-on-ecommerce-consumers#0 https://www.bankrate.com/banking/savings/financial-security-0118/ https://www.businessinsider.com/its-surprisingly-easy-to-end-up-living-paycheck-to-paycheck-when-you-earn-500000-a-year-2017-3…

Financial Planning

Six Effects for Record Low Interest Rates

…goals, opportunities and challenges in order to develop a financial plan to guide you toward achieving your personal financial objectives. Contact us today to learn more. Footnotes https://www.federalreserve.gov/monetarypolicy/openmarket.htm https://www.macrotrends.net/2016/10-year-treasury-bond-rate-yield-chart https://www.federalreserve.gov/monetarypolicy/files/monetary20200916a1.pdf…

 

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