This month we are going back to the basics with a refresher on the topic of asset allocation. If you are not an investment advisor, it may be a term you are unfamiliar with, especially if you don’t engage with an advisor to manage your assets. You won’t hear asset allocation discussed much on CNBC… Read More
reposted from Yahoo Financeby: Lisa ScherzerApril 16, 2013 Financial blunders are made all the time and everywhere – at the grocery store, at the bank, in the housing market, in the stock market, with your children’s allowance. Some stem from a lack of knowledge or awareness, while others are the result of human behavior that… Read More
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… Read More
reposted from: FoxBusiness.comby: Andrea MuradApril 12, 2013 The retirement equation isn’t looking good for baby boomers right now. “Boomers have weathered many challenges in a short period of time: the financial crisis, high unemployment, rising medical costs and supporting aging parents and adult children,” says Pat O’Connell, executive vice president of the Ameriprise Advisor Group…. Read More
reposted from thestreet.comby: Brian O’ConnellMarch 19, 2013 It is said that the ancient Greeks had a knack of wrapping truths in myths, the better to communicate everyday truths. An interesting concept, but one that won’t wash with our investment experts, who were invited to pick their biggest retirement planning myth and debunk it, whether it be how… Read More
You may be thinking, Okay Mackey, so you went to a conference, big deal. Well, this conference is a BIG deal. It is the best technical financial planning conference of the year. Topics covered include: investment updates, market trends, tax updates, the latest in insurance and estate planning, and best practices for improving your business…. Read More
Savings accounts, CDs, and money markets can offer stability for parents of future college students. reposted from U.S. News & World Reportby: Reyna Gobel, September 19, 2012 For parents, one of the scariest aspects of investing in a 529 plan, a college savings account with tax benefits, is taking a risk with money used to… Read More
At Mackey Advisors we believe purchasing financial services is one of the most important decisions of your life. When you make that purchase, we believe you deserve someone who advocates for you. According to the Merriam Webster dictionary, an advocate is someone who supports or promotes the interest of another. At Mackey Advisors that is… Read More
The stock market caught everybody off-guard on Friday August 3rd; the S&P 500 index climbed 1.90% on news that the U.S. economy created 163,000 new jobs in July–about 60% more than economists were expecting. Or maybe it was attributed to excitement over the Grand Opening of our new offices in Bellevue, Kentucky. Somehow I doubt… Read More
You may have heard that the Jumpstart Our Business Startups (JOBS) Act, which was signed into law by President Obama on April 5, 2012, makes it easier for companies to attract investors, particularly smaller companies. But just what does that mean to you if you’re trying to grow your small business? And if you’re contemplating… Read More