Author - Michael J. Garry, CFP®, JD/MBA

1
529 College Saving Plans
2
Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?
3
Survivorship Bias
4
The Essential Elements For Successful Family Wealth Transfers
5
New Department of Labor Fiduciary Rule

529 College Saving Plans

This month we have a guest blog post from Dave Fernandez, CFP® who is a native of Arizona and has over 20 years of financial services experience.  He started his financial services career in 1995, is a NAPFA Registered Financial Advisor and is the owner of a fee only financial planning and wealth management firm, Wealth Engineering, located in Scottsdale.

529 College Saving Plans

Many of my clients have children, grandchildren or other loved ones who plan to attend college in the future. However, it is becoming more challenging each year to plan for the cost of college as …

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Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?

This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California who I’ve known for some time. I think it’s a good one and timely for Halloween.

Have you ever had a moment when you look back on memory such as a vacation and think “that was one of the best trips I can remember”? Then you mention what a great vacation it was to someone who was with you and they remind you that you had food poisoning, lost your luggage, and you called the trip the worst trip of your life. For whatever reason, …

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Survivorship Bias

This month we have a guest blog post from Dave Fernandez, CFP® who is a native of Arizona and has over 20+ years of experience.  He started his financial services career in 1995, is a NAPFA Registered Financial Advisor and is the owner of a fee only financial planning and wealth management firm, Wealth Engineering, located in Scottsdale.

Survivorship Bias

Sports fans love to compare the sports heroes of their childhood era to current athletes and make a claim on who was the best ever.  In many sports this claim on who was the best athlete of a particular …

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The Essential Elements For Successful Family Wealth Transfers

The idea of sitting down with your family and discussing a plan for the future – in terms of wealth inheritance and transfers – may seem daunting to some but it is absolutely necessary.

Having a conversation and developing an inheritance plan can be emotional but it will benefit you and your family when the time comes. This is the time to discuss and understand the goals, values, and ambitions of each person and to think about the common ground and then make sure your Estate Planning documents (and your assets and liabilities) accurately reflect them.

So What Are We 

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New Department of Labor Fiduciary Rule

I’d like to thank Greg Johnston, CFA®, CFP®, CPWA®, QPFC, AIF®  for today’s guest blog post on the Department of Labor’s new fiduciary rules. Greg has over 25 year’s experience in the financial planning and investment worlds and he works out of Peoria, Illinois. I highly recommend if you are in that area to reach out to Greg for further financial tips and help.

Introduction

You may have heard of a new rule issued by the Department of Labor with respect to retirement accounts. It is a long and complex regulation. But the …

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