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Miss our Asset Allocation Basics webinar?

By |2017-05-09T22:12:50+00:00October 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

The second webinar in our Healthy, WEALTHY, and Wise Women series is now available. Watch it whenever and wherever you want. Mackey McNeill, CPA, PFS, IAR will review some basic investment knowledge including: How to eliminate worry  What is risk, and how to determine how much is too much How to be prepared for market fluctuations What [...]

Asset Protection for Women — Part 2

By |2013-10-02T20:40:29+00:00October 2nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , |

Why is asset protection planning important for women?  Women, now more than ever, need to consider asset protection planning because: Women live longer than men and will likely need their money to last longer At some point in their lives, women may have to manage their own finances due to divorce, widowhood, or remaining single Many [...]

What is an Asset Allocation?

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

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 and [...]

6 Financial Questions Every CEO Must be Able to Answer

By |2017-05-09T22:11:58+00:00March 27th, 2013|Categories: Business Wise, Uncategorized|Tags: , , , , , , , , , , , , , , , , |

 1. What are the leading Key Performance Indicators (KPI) in this business? Many CEO’s try to manage their business by only reviewing their P&L.  This is a disaster in the making, it would be akin to driving coast to coast looking in the rear view mirror.  In this fast paced world, you need to be nimble [...]