by Jeff Helms | Dec 16, 2015 | Financial Planning, Planning tools
When you’re searching for an investment advisor, chances are you’ve been inundated with the “alphabet soup” of designations various advisors have after their names. It’s important to understand what these designations actually mean, and the level of commitment and...
by Jeff Helms | Nov 10, 2015 | Financial Planning
Regardless of how strong your finances might be, holiday gift shopping can put a dent in your savings. Along with all the other plans you may be making over this holiday season, one of the more important things you can do for yourself is conduct a financial check-up....
by Jeff Helms | Nov 3, 2015 | Investing Strategies, Market Commentary
“It’s tough to make predictions, especially about the future.” – The late great Yogi Berra The world lost a great philosopher in September. Legendary Yankee Yogi Berra passed away at the age of 90, having appeared in 14 World Series – 10 of which the Yankees won....
by Jeff Helms | Oct 13, 2015 | Planning tools, Retirement planning
It’s no secret that a lot has changed since the days of our parents’ retirements. Whether you’ve already begun saving for retirement or have no idea where you stand, the fact remains that affording retirement today is substantially more difficult...
by Jeff Helms | Oct 6, 2015 | Market Commentary
Thirty years ago this month, I began my career in the financial services industry. Like most 25 year olds, I was sure I knew everything already. And, as usual with twenty-somethings, I had a lot to learn. Fortunately, I had some great teachers and role models. I had...
