Blog Posts

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth.

Read more: ...

Don’t put all your eggs in one basket. It’s a colloquial saying we’ve heard many times, and it’s an important one when it comes to your investment strategy. We know diversification makes good sense and can help you reach your long-term goals. But occasionally, a certain stock will come along that can make you throw disciplined investment principles out the window. Sometimes, the allure of individual stocks is just too attractive to the average investor.

Read more: ...

By Marc C. Shaffer

Skip the bad days? It sounds like a great concept.

How many of you would choose to skip right over 2020? If only we all had perfect foresight – both in life and with finances.

Here’s one thing we know about investment markets: in election years, years where we experience a pandemic, years that are filled with big news and years that are calm…they fluctuate.

Read more: ...

By Marc C. Shaffer

Retirement. It is arguably one of the most talked about “goals” people save for, so much so, that short term goals can often get overlooked. Short term and long-term goals are not the same and treating them the same could mean some important considerations might be missed.

Read more: ...

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals.

Read more: ...
video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY