Financial planning with certified financial advisor

Financial Planning Perspectives: 10 Important Reminders For The New Year

By John Jespersen 1. Establish New Short and Long-Term Goals Saving for retirement, a new home, car or boat? SMART goals can increase: Specific, Measurable, Achievable, Relevant and Time-Bound. SMART goals increase the odds that you accomplish financial projects and important tasks that can lead to having the happy lifestyle you desire. 2. Re-balance Your Portfolio / Review Investments The …

Market insights to aid in financial planning

Market Insights

By Eric Wymore CRPS As 2019 is under way, here are a couple of important things to consider: – Back to Back calendar years of market decline are rare. Since 1950 the S&P 500 has had a calendar year decline 18 times. Only twice were those declines over the span of 2 consecutive years. 1973 and 1974 and the 3 …

Quarterly review of financial planning assets

Quarter in Review

By Jeb Graham CFP Here we are, already in the first quarter of 2019. This last quarter and 2018 as a whole proved to be an interesting one. The third quarter of 2018 ended with S&P trading at record highs. As the fourth began, we started on a negative note in October, tried to bounce back in November, and ended …

For Financial Planners, Having a CFP Matters

As you take steps to get closer to your dreams, a CERTIFIED FINANCIAL PLANNER (CFP) professional can be a key resource in helping you create a sound financial plan to achieve them. Depending on your stage in life, you may be at the peak of your career, saving for your childrens college tuition, saving for retirement, or a combination thereof, …

Metcalf Partners provides advice on recession watch

Two Ways to Weather Volatile Markets

It is one of those many times in history that volatility has set in on the markets. Some people dont pay enough attention to financial planning to be aware of it. Some people keep a cool head and take a wait and see stance. While, others immediately jump into panic mode. We have always said that one of the reasons …