Donor Advised Funds: What Are The Pros And Cons?

Posted by Billy Hufnell on January 27, 2022
Supporting a cause you feel passionate about is a major financial objective for many Americans. Whether your budget for charitable giving is large or small, understanding the best way to donate your money can help you maximize your impact and minimize your tax ...
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Topics: Financial Planning, Retirement Planning, Wealth Management

What Are Alternative Investments? What To Know

Posted by Dan Ebinger on January 24, 2022
From age-old staples like gold to modern trendsetters like cryptocurrency, alternative options to stocks and bonds have long intrigued investors. However, not all investments are a wise choice for everyone to introduce into their portfolio. In this article, we’ll ...
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Topics: Financial Planning, Wealth Management

3 Signs You Should Rebalance Your Portfolio

Posted by Jim Kantowski, CFP®, CPA on December 08, 2021
Are you losing sleep over your investments? Implementing a portfolio rebalancing strategy is an excellent way to give yourself some peace of mind (and a few more hours of shut-eye every night). In this article, we’ll outline three signs that indicate you should ...
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Topics: Wealth Management

4 Benefits Of Diversification In Your Investments

Posted by Jim Kantowski, CFP®, CPA on November 22, 2021
Diversification can be described as the only “free lunch” in the investment world. There’s no cost to diversifying, and it provides reduced volatility with the potential for increased returns.
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Topics: Wealth Management

How To Tell The Difference Between VRBO/Airbnb Scams And The Real Deal

Posted by Lyn Dippel, JD, CFP® on November 18, 2021
Picture this: You’ve just booked a family winter vacation to a sunny destination. It’s been a while since you’ve traveled, and you’re excited about the upcoming trip. You’re so focused on all the fun activities you want to do when you arrive that you rush to book ...
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Topics: Wealth Management

Top 4 Wealth Building Habits You Should Be Doing Now

Posted by Yvonne Talbott Scoggins on September 30, 2021
Wealth gives you the freedom to live your life in alignment with your priorities, goals, and passions. In this article, we’ll explore why wealth building matters—and why it’s important to start now. We’ll also share our top four wealth building habits that you ...
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Topics: Wealth Management

Fee-Only Wealth Management: How Is It Different Than Commission?

Posted by Jim Kantowski, CFP®, CPA on September 24, 2020
You want to grow your wealth based on personalized financial advice, not give your money away to an advisor for simply selling you a product. That’s why you need to understand the difference between fee-only and commission-based wealth management. When you work ...
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Topics: Wealth Management

Bay Point’s Wealth Management Process, Explained

Posted by Jim Kantowski, CFP®, CPA on September 18, 2020
Choosing a firm to manage your wealth takes careful consideration. You need a financial advisor who will strive to understand your goals, and act in your best interest. Before you hire an advisor, take some time to learn about the wealth management process, and ...
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Topics: Wealth Management

Asset Management Vs. Wealth Management, Explained

Posted by Jim Kantowski, CFP®, CPA on August 20, 2020
When you decide you’re ready to work with a financial advisor, it’s important to find the right fit for you based on your unique situation. Many firms specialize in certain areas, such as asset management or wealth management; their services differ in many ways. ...
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Topics: Wealth Management

Goals-Based Wealth Management: What Is It?

Posted by Jim Kantowski, CFP®, CPA on August 06, 2020
Financial planning can sometimes seem like an overwhelming process, but you can make it more straightforward—and effective—by taking a goals-based approach to wealth management, either on your own or with a financial advisor. Goals-based (or ...
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Topics: Wealth Management