Net Worth Advisory Group

2013 was viewed as a very positive year by investors. The S&P 500 index (measuring large cap U.S. stocks) was up 32.39% for the year. However, the reality is most other asset categories didn’t come close to keeping up with the pace set by U.S.

Mr. Berry has a diverse resume with work experience in the financial services industry working as a registered representative and a commercial real estate analyst. Additionally, he has worked in manufacturing as an operations manager.

The philosophy of these funds is that as one ages, the proportion of stocks in their portfolio should decline, while their exposure to less volatile fixed-income positions increases. However, the timing of the retiree's expenses should be considered.

Financial Advisor Steps Into a League of His Own with Masters Degree

General investor sentiment suggests that most investors view the market of the new millennium as more volatile and fragile than it’s been in the past.

Within three minutes on April 23, the Dow Jones Industrial Average lost nearly 150 points, and approximately $136 billion of market value was wiped out. The recovery was just as fast, and many Americans weren't aware of the events. So what happened?

While good advice from a qualified financial planner can mean the difference between a successful retirement and outliving your money, I wouldn’t trust most financial advisors with my own money, and I don’t think you should either.

HSBC recently published an article titled “The Future of Retirement, The Power of Planning” which compares the circumstances of investors who work with a financial planner to those who invest on their own. Was having a financial advisor worth it?

Do higher taxes equate to negative stock market returns? Does any one economic variable accurately predict stock market performance?

The media is currently buzzing about how you should delay taking Social Security until age 70 in order to maximize your monthly benefit. Let’s examine a fairly typical retiree and determine if it pays to postpone receiving Social Security checks.