One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures.
In the midst of a banking crisis that has seen some of the largest U.S. banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. While we’d expect stocks to tumble …
On the heels of the first three bank failures in years, issues spread across the pond last week as Credit Suisse Group AG became the latest banking institution to make headlines over solvency concerns. Let’s be clear: This Swiss bank was a three-dollar stock two weeks ago and has long been …
Level up your retirement plans! Watch out webinar: Next Level Retirement with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel, now available on demand.
We understand that managing a retirement plan can be challenging, especially when it comes to compliance. At NWCM, we are committed to providing you with the support you need to ensure the success of your plan. As we approach tax season, it is a great time to make sure that you are on track …
