Articles

Benchmarking Mutual Funds: Are You Missing the Mark?

As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing every ounce of gains that have been produced over the last couple of years.

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

How to Increase Your Returns with Tax-Savvy Investing

After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy not only seeks to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you.

Determining Your Risk Tolerance

Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important objectives.

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

Should You Have a Living Trust?

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

Finance Lessons for Your Teen

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.

The Cost of Waiting to Save

 

Universal Life vs Variable Life

For more than a century Americans fulfilled their life insurance needs with a venerable but rather stodgy and plain vanilla protection product called whole life. It served everyone extremely well, however, it never ranked among the more exciting things people liked to talk about.

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished retirement savings accounts, and chronic economic sluggishness has taken a severe toll on the American psyche. For many investors, it may have forever altered the way in which risk is perceived and managed.

Disclaimer: These are the views of Brown & Haught Financial Group, and not necessary those of Summit Brokerage Services, Inc. and any of its affiliates and should not be construed as investment advice. All information is believed to be from reliable sources, however we make no representation as to its completeness or accuracy.

Syndicate content

Brown & Haught Financial Group, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc. , member FINRA, SIPC. Advisory services are offered through Summit Financial Group, Inc., a registered investment advisor. Licensed in: Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.

Disclosure of Order Routing Information | Privacy Policy | Business Continuity | Important Disclosures

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved