Do you hate insurance? You might want to rethink that stance. When it comes to insurance, we generally meet three types of clients: Clients who hate insurance, “it’s a waste of money!” Clients who are haphazardly insured. They may have coverage they don’t need, or can’t afford, or the wrong type or amount of insurance…
By Jacquelyn Pica We all want to save more money. The question is, how? With so much new technology out there, it’s easy to feel overwhelmed. Plus, maybe you don’t feel comfortable sharing personal bank details with tons of different websites and apps. Forget the latest tech — these seven methods will…
My family has Appalachian kinfolk who will predict your future by reading coffee grounds. Of course, you could just visit a fortune teller in Pigeon Forge. While I don’t know the track records of mountain folk divinations or palm readers, I do enjoy keeping an annual “Forecasting” folder to review the predictive powers of the…
A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in disbelief. I am thankful that…
Q2 2017 Investment Performance With six months gone in 2017, how are your investments doing? Did the stock market’s rising tide lift your boat? Or have poorly performing investments left you beached on dry land? HOW DID STOCK MARKETS PERFORM IN THE 2nd QUARTER? Strong global markets 3.02% US Stock Market 5.63% International…
WBIR: Has someone in the family gotten on your bad side!? Well…you could always disinherit them! Understandably, disinheriting an individual from your will can be a difficult decision. Should you? Could you? Certified Financial Planner Paul Fain joins us now to discuss this delicate topic and your estate plan. HOW CAN A FAMILY MEMBER…
Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his personal investment portfolio. His asset allocation is basically 93 percent stock, 4 percent cash,…