financial advisors

/Tag: financial advisors

Diversification – Creating a Balanced Investment Portfolio

By |2014-09-11T15:07:28+00:00September 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

One method to alleviate your fear of the market is to do your homework on “the market”. Not all assets behave in the same manner at the same time. Some go up when others go down. By building a portfolio that takes this into consideration, you spread your risk across all areas of the market. In [...]

Financial Planning – Helping You See the Big Picture

By |2017-05-09T22:12:17+00:00April 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 [...]

News from the AICPA PFP Conference, for the clients and friends of Mackey Advisors™

By |2013-01-30T12:32:10+00:00January 30th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

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. At [...]

The Few, The Proud, The Wealth Advocates

By |2017-05-09T22:11:03+00:00February 16th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

I was speaking with a prospective client recently and he said something I hear all too often,” I have had 3 previous advisors, and none of them took care of me, they all took care of themselves.” I find this painful, and yet my pain from having colleagues who are ill-trained to do their work, is [...]