For some reason, there are 3 people who think my name is Tim, even though it’s Brad. Now, you may be wondering how this ties in to financial planning and investing, but I have to admit it really doesn’t. Today’s blog post is a bit on the shorter and lighter side, but hopefully you’ll appreciate my […]
3 People Call Me Tim Read More »
Throughout the week, I run across articles that may be of interest to you. In this week’s Articles of Interest, I am sharing an article from Jeff Benjamin of Investment News titled 7 Ways For Advisers To Help Shield Clients From Equifax Data Hack. In the wake of the Equifax data breach, I thought it would be
Articles of Interest: Equifax Breach Read More »
I’m very happy to report that I’ve recently been published on Investopedia.com. The article is titled When Net Unrealized Appreciation Is A Bad Idea. If you have publicly-traded company stock in a 401k plan then you may have heard of a strategy called net unrealized appreciation (NUA). The basic idea is that once you are eligible, you have an opportunity to
I’ve Been Published: Handling Company Stock in a 401k Read More »
This report features stock and bond performance over the past quarter. Be sure to read to the end to see how monkeys just may be better at picking stocks than professionals!
3rd Quarter Market Review 2017 Read More »
Throughout the week, I run across articles that may be of interest to you. In this week’s Articles of Interest series, I am sharing an article from Dan Solin titled How To Tell If Investment Advice Is Good Or Bad. Be sure to read to the end of the article and click on the “science
Articles of Interest: The Science of Investing Read More »
Shortly after I wrote a recent blog post titled Why I Hate Annuities, a reader of our blog said the following: “I have determined after several years of evaluation that you will never be my financial advisor because of your one-sided view of annuities.” The reader went on to say that “immediate fixed annuities should
Are Fixed Annuities A Good Idea? Read More »
Throughout the week, I run across articles that may be of interest to you. In this week’s Articles of Interest series, I am sharing an article from Financial Advisor Magazine written by Jonathan Stempel; it is titled Buffett Sees 1 Million Dow in 2117, Calls Pessimists on U.S. “Out of Their Minds”. Essentially, the premise
Articles of Interest: Buffet Sees Dow at 1 Million Read More »
One of my passions over the years has been playing fantasy football. Now that we are full swing into football season, I recently had the revelation that a successful DraftKings strategy has similarities to a successful investment strategy. Now at this point you may be asking the question, “Is investing like gambling?”, but you’ll have
What DraftKing’s Pros Can Teach Us About Investing Read More »
In this week’s Articles of Interest, I am sharing an article from Michael Finke of Investment News titled Let’s Get Real About Dividend Stocks. The idea of investing in dividend paying stocks is appealing. The premise is that you would live off of the dividends and hopefully never have to tap into your principal. But
Articles of Interest: Are Dividend Stocks A Good Investment? Read More »
Last week in my blog post titled Why I Hate Annuities, I talked about a client who is in an unfortunate situation with her annuity. What I didn’t mention was that she has an Indexed Annuity. These types of annuities are structured in way that significantly tilts the advantage to the insurance company instead of
What Is An Indexed Annuity? Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week I am sharing an article from Jack Suntrup of St. Louis Post-Dispatch titled Missouri’s $4 Billion Pension Crisis Is At Our Doorstep. If you have a pension or are entitled to a pension, whether in
Articles of Interest – If You Expect To Receive A Pension You Need To Read This!! Read More »
I was recently reminded why I hate annuities so much. A client of ours needed to withdraw some money from an annuity (that was sold to them by another advisor of course – sorry, had to get that in). However, in working with this client, I was reminded just how complex and detrimental annuities can
Why I Hate Annuities Read More »
B.E.S.T. Wealth Management, LLC was founded on the principle that everybody deserves financial planning advice and help with investing money.
* Downloading PDF will also sign you up to receive weekly financial tips. But don’t worry, you can always unsubscribe anytime.