Category Archive: Financial Planning

Facing your Fear: Preventing Fear-Driven Investing with Long-Term Planning

JD Asset TV 2-2016

  John L. Diaz, CFP, the CEO of Premier Wealth Advisors, LLC, talks about the concerns he hears from his clients regarding the increased volatility in the market, and shares his strategies on allocating to both mitigate volatility and take advantage of possible upsides. February 18, 2016 06 mins 26 secs    

Market Volatility – Our Thoughts

I would begin by saying Happy New Year but, unfortunately, in the financial world this new year has been anything but happy. US equity indexes are off to their worst start in history, with the S&P 500 Index down more than 8% since the ball dropped in Times Square less than 3 weeks ago. Similar …

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From Riches-to-Rags: Why 1 in 6 NFL Athletes End Up Bankrupt

Footbal image article

Did you know one in six NFL players end up bankrupt? Hard to believe, right? According to a recently released study from the National Bureau of Economic Research, they found that 16% of NFL players end up filing for bankruptcy within 12 years of leaving the league. A secure, comfortable retirement is every worker’s dream, …

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Financial Planning & Investment Advisory Fees

What is reasonable? From what I’ve seen, fee-based advisory firms, my own included, generally charge an annual fee which ranges from .75% to 1.75% of assets under management. Generally, the larger your account balance, the more likely you are to receive a lower fee. In fact, fee schedules are often tiered such that the initial …

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It’s not too late for a few year-end Tax Saving tips!

As the weather turns colder and the end of 2013 approaches, there is still enough time to do some year-end tax planning so that you can hopefully keep as much of your money in your pocket, rather than sending it off to Washington next April. Here are 3 tax savings techniques that may help you …

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10 Things Billionaires Won’t Tell You

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What happens when so few control so much of the world’s wealth Original article by Quentin Fottrell of Market Watch/ WSJ > 1.“We just get richer and richer.” In 2013, the wealth of the world’s billionaires reached a record high — helped by 200 newcomers like Facebook founder Mark Zuckerberg. The 2013 Forbes Billionaires List names …

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