Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments, and if you do not consider the Big Picture, you could be setting yourself up for crisis...
Wars and conflicts have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war. The chart below shows the S&P 500 Index level since 1927 and several of the major wars and conflicts...
Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may worry you.
Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, recently held their 2022 Retreat for their advisor “brain trust” members, staff, and...
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The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.
Rebekah J. Fero, CFP®, AIF®
