Q & A with a CPWA® (Certified Private Wealth Advisor®)
When selecting a financial planner, you want to be certain they are qualified to help address your unique financial concerns. The CPWA® is a designation an advisor chooses to earn …
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Tag: investing
Electing a 2020 Portfolio
As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not the best predictor of stock …
2020: The Year of the ‘SECURE Act’
After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of 2019. SECURE stands for Setting …
Have You Set Your Financial Goals for the New Year?
A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that is generally interpreted as advantageous. …
Are Stocks Still Relevant?
The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial news reports on daily fluctuations …
Investing for Women
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors used when constructing investment portfolios …