by Sean Dailey | Jun 13, 2017 | Retirement Planning
There is a lot of uncertainty surrounding your retirement years. The last thing you want is to plan based on facts that aren’t true. Here are some common retirement myths to keep your eyes open for. Myth #1: Stocks are not good investments for retirees Retirees often...
by Sean Dailey | May 9, 2017 | Financial Planning, Retirement Planning
As you are preparing your 401(k) for retirement, one option you have is to re-allocate it. While it is best for you to give us a call to go over your particular situation in detail, we can give you some general guidelines to help point you in the right direction....
by Sean Dailey | Apr 21, 2017 | Financial Planning, Investment Planning, Retirement Planning
We always customize portfolios to minimize risk for each individual investor. Investing in stocks is also an element, but we avoid chasing unrealistic rates of return that open our clients up to unnecessary risk. As wealth architects, it is our responsibility not to...
by Sean Dailey | Apr 18, 2017 | Retirement Planning
When many of our clients look back on their life from retirement, it is not surprising that the one constant throughout all of the changes was their spouse. Upon retirement, it is likely that apart from friends and acquaintances, most find themselves largely with...
by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning
Dividends can be a great source of income for retirees. When you are ready to start delving into the investment options available to you, it can be hard to know where to begin. Not a Fixed Income—But an Income The number one thing retirees are usually after in their...
by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning
I’m going to tell you a short fictional story about an investor named Jimmy. Jimmy wanted to be on top of all the latest financial trends and make the most of his money. So he built what he felt was a cutting-edge portfolio. His four biggest investments were...
