Using Tax-Advantaged Bonds in Times of Low Yield

Using Tax-Advantaged Bonds in Times of Low Yield

Published on September 14, 2020 by Financial Advisor IQ   Municipal bonds and Treasurys are usually favored as safe, tax-exempt investments, but in the current low-yield environment, that’s gotten complicated. Yields on municipal bonds have dropped to the lowest...
Smart Financial Moves To Prepare For The Birth Of A Child

Smart Financial Moves To Prepare For The Birth Of A Child

Published on June 15, 2020 by MadameNoire   When you want to be sure that you’re in great financial shape for the birth of a little one, one of the best things you can do is consult an expert. “To build out your financial plan, it is best to partner with a financial...
Can Post-CFP Credentials Help Advisors Better Serve Clients?

Everything You Need to Know About EBITDA

Published on May 27, 2020 by U.S. News & World Report   Investors should become familiar with financial statements so they can navigate these individual measurements and bring meaning out of them. “Companies and industries are different and you can’t...
Can Post-CFP Credentials Help Advisors Better Serve Clients?

Recession: Pause Before You Sell Your Mutual Fund

Published on April 14, 2020 by U.S. News & World Report   A majority of investors can’t and don’t want to sell but are still uncomfortable with volatility. The reality is we have no control over market activity. But Carolyn Kelly, a certified financial...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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