Wealth Management Archives | Page 17 of 21 | SD Mayer

fintech stock

November 19, 2019

Considering Investing in Fintech Stocks? Here’s What You Need to Know

Financial Technology (fintech) uses software, algorithms, analytical tools to develop platforms that both consumers and businesses can access to fulfill …

should I invest in government bonds?

November 14, 2019

Is Investing in Government Bonds a Smart Move?

Political turmoil is saturating financial market conditions. In the fall of 2018, US Treasury bonds experienced a yield rate inversion …

hnwis and direct investing

November 5, 2019

What do High Net Worth Individuals Need to Know About Direct Investing?

Direct investing can present some new and unique opportunities for high net worth individuals (HNWI) and families not typically available …

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes.

November 4, 2019

Participant Corner: Three Tax Tips that Can Help as You Approach or Begin Retirement

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but …

cma vs cpa

October 31, 2019

CMA vs CPA: A Guide to Financial Planning & Wealth Management Acronyms

When you start looking into what certifications finance professionals have, you will inevitably run into a lot of acronyms, like …

stock market volatility

October 29, 2019

When There is Stock Market Volatility, You Can Still Stabilize Your Portfolio

Much of what the investment world relies upon for making decisions is financial market predictability and historical performance. Economists and …

index fund vs mutual fund

October 22, 2019

What Investors Should Know About Index Funds vs Mutual Funds

Mutual funds have been a popular class of investment products for many decades. Index Funds have also been around for …

private wealth management

October 17, 2019

How Private Wealth Management Differs from Financial Planning

Financial planning is important for everyone to think about. Good money management is not dumb luck, nor is it the …

According to a recent study 29% of Americans 55 and older do not have any retirement. Click the link to read the full article.

October 16, 2019

Retirement Readiness – Planning for the First Day of the Rest of Your Life

According to a recent study 29% of Americans 55 and older do not have any retirement. Click the link to …

should I use a robo-advisor

October 10, 2019

Should I Use a Robo-Advisor for Wealth Management?

Up until about 10 years ago, robo-advisors were only available to financial services firms and advisors. However, the market crash …

Borrowing Against Your Retirement Plan: More Costly Than You Think

September 16, 2019

Participant Corner: Borrowing Against Your Retirement Plan: More Costly Than You Think

PARTICIPATING IN THE COMPANY’S RETIREMENT PLAN is a smart and important decision. Smart because you are putting away small amounts …

finacial forecasting

September 5, 2019

Budgeting and Financial Forecasting: The Benefits of Working With an Experienced Financial Planner

Creating a budget may not sound glamorous, but defining your financial goals and sticking with your plan to meet them …

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