Read Andy’s article published by Advisor One discussing “The 6 Elements of Portfolio Construction”. By far, the hardest part of managing other people’s money is not just the research that goes into building a portfolio or picking the specific assets, but the psychology of how a client feels relative to the current marketplace and their specific goals, which are not …
In May, Andy was invited to give a presentation to the UAB Dental and Periodontal Residents regarding financial tips and information beneficial to decisions they will face, both personal and professional, once they are out of school and working. Among the topics Andy explained were how to choose a mortgage and the options and benefits associated with each of them, …
Andy was quoted in an article “14 Tips to Help you Invest More in 2012”. Becoming investment-wise applies even if you’re working with a financial planner. Wealth management specialist and CPA Andrew Rice, Vice-President of Money Management Services, Inc. in Birmingham, Alabama, says his more knowledgeable clients do better in the market because their confidence allows them to handle more risk.
The markets will face three major events that could cause uncertainty to US markets in June. Europe’s problems seem to be focused on the Greek Elections on 17th, then the FOMC meets on the 19th and 20th, with the Supreme Court likely to decide around the 25th the fate of the Health Care Bill. The European event may the biggest …
Read Andy’s article published by Advisor One discussing “Creating Wealth Isn’t Quick of Easy… So Why Do So Many Think Otherwise?” By far, the hardest part of managing other people’s money is not just the research that goes into building a portfolio or picking the specific assets, but the psychology of how a client feels relative to the current marketplace …
At the writing of this post, business owners have exactly 41 days to comply with new ERISA guidelines. Every company with a 401k will face new rules and penalties regarding how information is disclosed and processed. Not fully complying with these regulations, enforced by the Department of Labor, can result in prohibited transactions and fines. Purpose and Potential Issues …
In a little less than two months from now the new 408(b)-2 regulations take effect and retirement plan sponsors and plan committees will need to begin evaluating information from plan service providers. Despite the inherent difficulties of a plan sponsors, usually the business owner or high level executive, evaluating plan services, compensation and arrangements, there are considerable opportunities coming for …
Read Andy’s article published by Advisor One discussing “Why You Still Shouldn’t Gamble on Gift and Estate Taxes”.
There’s an old saying (based on Scripture) that affirms “the truth will set you free.” Yet I often wonder if our government officials ever heard the saying because, year after year, we seem to hear more evidence pointing to the contrary. For instance, many politicians appear to twist the truth during campaign years as it relates to our tax code …
It was another exciting week on Wall Street as the majority of stocks continued to befuddle the most pessimistic pundits as stocks close up. During the holiday-shortened week, stocks took their cue from better-than-expected earnings reports and some unexpectedly strong economic data. It was the ‘bulls’ third-straight weekly win for the month of January and it’s the best start for …
