IFG Viewpoint & Outlook
Do You REALLY Want to Invest Like Warren Buffett?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 15, 2019
Category: Investing
IFG Viewpoint & Outlook
RMDs Rules About to Change?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 8, 2019
IFG Viewpoint & Outlook
Withdrawal Tax-Traps You Want to Avoid!
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 28, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety – Part II
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 15, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety.
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 1, 2019
IFG Viewpoint & Outlook
College or Retirement: Does a 529 Plan Make Sense?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
May 20, 2019
IFG Viewpoint & Outlook
Are All Financial Advisors “True” Fiduciaries?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
April 29, 2019
Estate
Are You Managing Money? Maybe you should be managing risk.
Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now
January 28, 2019
Estate
Here’s Your 10-Point Financial Discussion Checklist!
Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s
January 13, 2019
Investing
Should You Graduate From Mutual Funds?
Jim Lorenzen, CFP®, AIF® It’s probably a safe assumption that most individual investors began their investment programs with mutual funds and have built their 401(k)s,
December 10, 2018
