Pursuing A Better Investment Experience – EBOOK – is Here!
Our First Ebook - Pursuing a Better Investment Experience - is finally here! We are inviting you, our clients and friends, to be the first to view it! Download it for FREE. It is your guide to a simple, free way of thinking about investing in capital markets! DOWNLOAD YOUR COPY TODAY! PURSUING A BETTER INVESTMENT EXPERIENCE ten practical steps to investing
Key Questions for the Long-term Investor
Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you're not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles that may help improve investors' odds of [...]
It’s Enrollment Time: Don’t Rush Through Your Options!
Fall is open enrollment in the American workplace, and employers will begin to pass out packets, forms, memos, hold meetings and launch apps for the benefits enrollment season. Navigating your benefits package can be overwhelming, and has a direct effect on your long-term savings. Park + Elm wants to help. Below is your quick guide to navigating your benefits booklet from start to finish: Health Insurance - pay close attention to the following variables to [...]
The 401(k) Series #7: Weighing Your Rollover Options
When you retire or change jobs, you have new options for your old 401(k) that can provide continued potential tax-deferred growth opportunities. With a transition of this magnitude, it's helpful to understand the steps in the process and have a checklist for guidance. YOUR TRANSITION CHECKLIST Contact your former HR department and understand your options Consider the pros and cons of those options (See Below) Consult a Financial Advisor and develop a retirement income strategy [...]
Quarterly Market Review – Q3 – 2017
Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets. CLICK HERE TO READ THE 3RD QUARTER 2017 - QUARTERLY MARKET REVIEW
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically. For example, [...]
