Financial Planning
A Shocking Situation!
September 28, 2021The homeless guy just wanted $20. He offered to cut my client’s lawn, but he had made the same offer a few months before, and the lawn was never...
Read onThe latest news, insights, and more from AFC’s advisers.
The homeless guy just wanted $20. He offered to cut my client’s lawn, but he had made the same offer a few months before, and the lawn was never...
Read onChinese stocks are tumbling and may take a long time to recover. The property developer China Evergrande is on verge of bankruptcy. China Evergrande...
Read onEvery contract to manage client money states that our objective is to beat the market (S&P 500 with dividends reinvested) over the longer-term (5...
Read onIf this isn’t the worst investment out there, then it certainly is one of the worst. That isn’t just my opinion, but others as well. Helaine Olen,...
Read onShe asked, “Are we millionaires yet?” It was the fall of 2001. She was joking, of course. This client opened her account with $173,483 in May 1999...
Read onOur goal here at AFC is to be better, not bigger. Financial Advisor Magazine ranks the top firms by assets under management. What counts for us at AFC...
Read onThere are three main investment strategies used by investors to increase their portfolio value: Asset Allocation, Tactical, and Strategic. Mike...
Read onDo you financial plan, or do you Future Plan? Mike discusses why he doesn’t use traditional financial planning, and explains his philosophy.
Read onWhat is the most critical part for the manufacture of an aircraft like the Boeing 777? You have seen it. It is the little slider that says “occupied...
Read onWill I run out of money before I die? That is the main concern for a majority of people in every age group. Will I have enough money to retire? This...
Read onOur advisers would be happy to have a free consultation with you about your portfolio and answer any questions you may have.
Contact Us