Advisors

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Back to the Basics of Savings and Investing

By | 2017-07-19T19:31:10+00:00 July 19th, 2017|Categories: Personal Planning|Tags: , , , , , , |

This blog post is going to be about portfolios and asset allocation!  I bet you just thought to yourselves “Wow, what an exciting topic!”  If I have kept your interested thus far, I hope you will keep reading because like our process The Prosperity Experience™, we strive to make investing and investment education fun and interactive.  [...]

Why Mackey Advisors?

By | 2017-05-09T22:13:49+00:00 March 11th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Often times I hear from clients that the Mackey Advisors™ experience wasn’t at all what they expected.  Sometimes that immediately happens even after their first meeting with us. We strive to be a breath of fresh air in the financial services profession.  Money is a sensitive topic and it demands an environment where folks feel empowered and [...]

2015 Investment Report: Dare to Believe?

By | 2017-05-09T22:13:24+00:00 January 28th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Looking back on 2014, people are going to say it was a great year to be an investor. They won’t remember how uncertain the journey felt right up to the last day of a year that saw the S&P 500 close at a record level on 53 different days. Think back over a good year in [...]

Creating a Board of Advisors – Preparing for the First Meeting

By | 2014-05-12T13:33:55+00:00 May 12th, 2014|Categories: Business Wise, Uncategorized|Tags: , , , , |

This is the fifth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.  I knew that if I expected my Board to be prepared, I had to be prepared.   I set a date for getting my [...]

Creating a Board of Advisors – The Interviews

By | 2014-05-06T14:53:00+00:00 May 6th, 2014|Categories: Business Wise, Uncategorized|Tags: , , , , , |

This is the fourth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here. With my skills sets in hand, my Aileron consultant began sending me resumes for potential candidates. I was getting more excited, and even [...]

Creating a Board of Advisors – Choosing the Skill Set of Your Board

By | 2014-04-24T14:55:35+00:00 April 24th, 2014|Categories: Business Wise, Uncategorized|Tags: , , , , , |

This is the third in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.    Getting clear on what skill sets I was looking for on my Board was one of my most important decisions.  Writing the [...]

Ideal vs. Acceptable

By | 2017-05-09T22:12:35+00:00 August 1st, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

At Mackey Advisors™ we do some things a bit differently than the rest of the financial world.  Prospective clients are looking for financial advice they are encouraged not to show up to our office with briefcases bulging with investment statements and tax returns.  Numbers are numbers and too often they bring on feelings of fear and [...]

Dealing with Divorce

By | 2017-05-09T22:12:22+00:00 May 22nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. You certainly never expected divorce when you cut the wedding cake--you and your spouse planned on spending [...]

Financial Planning – Helping You See the Big Picture

By | 2017-05-09T22:12:17+00:00 April 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , , , , , , , |

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a process that can help you reach your goals by evaluating [...]

Attracting & Serving Gen-X & Gen-Y Clients

By | 2017-04-18T20:53:58+00:00 April 2nd, 2013|Categories: Press Room|Tags: , , , , , , , , , , , , , |

reposted from: Planner - AICPA Personal Financial Planning Division NewsletterMarch/April 2013, Volume 29, Number 2 When you ask baby boomers about Gen X and Gen Y, most will give you an exasperated monologue on the challenges of these generations. You will hear phrases such as “disrespectful of authority,” “lacking a work ethic,” and “self-centered.” The first [...]