Back to the Basics of Savings and Investing
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 [...]
Why Mackey Advisors?
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 [...]
2015 Investment Report: Dare to Believe?
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 [...]
Creating a Board of Advisors — Preparing for the First Meeting
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 [...]
Creating a Board of Advisors — The Interviews
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 [...]
Creating a Board of Advisors — Choosing the Skill Set of Your Board
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 [...]
Ideal vs. Acceptable
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 [...]
Dealing with Divorce
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 [...]
Financial Planning — Helping You See the Big Picture
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. [...]
Attracting & Serving Gen‑X & Gen‑Y Clients
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 [...]