I lost money last year, that’s disappointing. I thought the economy was doing pretty well, what happened? Last year was a difficult one, even for diversified portfolios. We build diversified portfolios that allocate to growth assets in the form of equities, inflation-protecting assets like commodities and real estate, and income-oriented investments, namely bonds. Over the long run, diversification helps to minimize risk, but there are certainly years where a diversified portfolio can lose value. Last year was one of those years, and it’s something we plan for when we create a client’s financial plan and make projections about the future.
At age 65, Medicare, the U.S government’s healthcare system for seniors, is likely to appear at the top of your to-do list. You’re probably asking yourself questions, like: What should I do about Medicare? When is the best time to enroll? Should I choose traditional Medicare or Medicare Advantage? If I choose traditional Medicare, do I need a Medicare Supplement policy? Which Medicare Supplement plan is right for me?
Did you know that homeowner’s and auto insurance policy limits rarely exceed $500,000? If that is your only coverage, any liability over that amount could be out of pocket. For most people, one of the most cost-efficient ways of securing higher liability limits is by purchasing an umbrella insurance policy.
The Tax Cuts and Jobs Act of 2017 created some significant changes in the tax law. Many of the tax brackets and limits are being adjusted annually for inflation. While the major changes in the tax law happened between 2017 and 2018, there are still some adjustments that did not take effect until 2019.
ATLANTA, GA – December 10, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Robin Lee Marx as the company’s Director of Portfolio Management. Marx will oversee client investment strategy and execution, helping the team design and monitor customized portfolios for each client. Marx will also support the client relationship team regarding the delivery and communication of SignatureFD’s unique investment concepts and beliefs to our clients.
ATLANTA, GA – December 7, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Lonnell Dawson Williams as the company’s Director of Frazier & Deeter Strategic Partnership. Williams will help SignatureFD elevate its partnership with Frazier & Deeter, a nationally ranked public accounting and advisory firm, through strategies that build community and promote growth.
DEADLINE APPROACHING: NFL Player Neurocognitive Disability Benefits Expiring The 2011 NFL Collective Bargaining Agreement (CBA),…