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1040 Form| Download IRS 1040 Tax Form Free
- March 18, 2021
- Posted by: Cayden McLaughlin
- Category: Uncategorized
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Talk With Tax Professional Before You File 1099-NEC
- March 16, 2021
- Posted by: Cayden McLaughlin
- Category: Uncategorized
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Select Directional ETF Model
- June 24, 2016
- Posted by: Parker Evans
- Category: ETF, Factsheet, Financial Planning and Investment Blog, Investing in Gold, Portfolio Management, Stocks, Uncategorized, White Papers
On June 24, 2016, the first trading day after BREXIT, global stock markets plunged. The S&P 500 lost nearly 4%. But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.
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ZIRP Ending Soon?
- December 16, 2015
- Posted by: Parker Evans
- Category: Bonds, ETF, Portfolio Management, Stocks, Uncategorized
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SOCIAL SECURITY – READ THIS BEFORE CLAIMING
- November 23, 2015
- Posted by: Parker Evans
- Category: Annuities, Financial Planning and Investment Blog, Principal Protected, Retirement Planning, Retirement Strategies, Uncategorized
Read this before you claim your Social Security benefit. Don’t make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.
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Using Technical Analysis for Asset Allocation and Stop-Loss Portfolio Insurance
- July 14, 2015
- Posted by: Parker Evans
- Category: ETF, Portfolio Management, Principal Protected, Research, Uncategorized
Conventional asset allocation calls for investors to strategically sell stocks as they rise and buy stocks as they fall…. Trouble is many investors cannot follow the core precept of conventional asset allocation.
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What is “Interest Rate Risk”? Are you taking too much?
- May 14, 2015
- Posted by: Parker Evans
- Category: Bonds, Financial Planning, Portfolio Management, Principal Protected, Retirement Planning, Uncategorized
One way to look at interest rate risk is to consider what happens to the value of your investment if interest rates change. Interest rate risk is fundamental to fixed income investments including U.S. Treasury bonds, notes and bills. By way of example, as of this writing a ten year Treasury note yields 2.25% to maturity….
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Why write an Investment Policy Statement (IPS)?
- April 5, 2015
- Posted by: Parker Evans
- Category: Financial Planning, Financial Planning and Investment Blog, Investment Policy Statement (IPS), Portfolio Management, Retirement Planning, Retirement Strategies, Uncategorized
Why write an Investment Policy Statement (IPS)? Because an IPS can help ensure you and your investment advisor are on the same page. There are six key elements of an effective IPS for an individual investor
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Six Steps to Successful Financial Planning
- March 30, 2015
- Posted by: Parker Evans
- Category: Articles, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Retirement Strategies, Uncategorized
A smart financial plan can make you money and give you peace of mind. Follow these six steps to successful financial planning:
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What are S&P Bond Ratings?
- August 6, 2014
- Posted by: Parker Evans
- Category: Bonds, Financial Planning and Investment Blog, Portfolio Management, Research, Uncategorized, Wordpress
Standard and Poor’s (S&P) rates the creditworthiness of thousands of corporate and governmental bond issuers as does Moody’s and Fitch. Credit ratings, ratings outlooks and ratings changes are a huge influence on bond prices. It is important to recognize that credit ratings represent only the opinion of the issuing rating agency and that those opinions can sometimes prove to be wrong……
