According to reports from CNBC, 75% of Americans are going it alone, without the help of a financial advisor. To achieve their goals, everyone should have a financial advisor. But not just any advisor – a good one, and the right one for you. Just do it!
Review this simple checklist for pointers that can help you manage your money.Read More
Though it was a shortened week last week, the stock markets rode the heat wave right into the July 4th holiday with all major US Indices on the rise.Read More
If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a
more confident investor.Read More
The new AdvisorClient.com (TDA client website), can save you, valuable time. It is more advanced. More streamlined. More of everything you want. From an Amazon Alexa voice skill that allows you to check your balance without lifting a finger, to mobile deposits and a very easy-to-use interface, there’s a lot to explore.
Let’s do this! Check out our new AdvisorClient.com demo site today.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Rick was recently asked to contribute to Squared Away, a blog written by Kim Blanton. Click below to see what Rick recommends for the Class of 2019: Low Rent Key to Survival. Read More
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year to year only add to the complexity, providing little useful information about future returns.
Daunted by the prospects of sorting it out, some investors look to the place they know best—their home market. There can be good reasons, such as tax benefits, for prioritizing an investment close to home, but too much home bias could mean underweighting or missing out on part of the investment universe.Read More
Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.
But take heart. Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. So don’t be intimidated by complicated-sounding jargon, and don’t hesitate to ask questions — after all, this is your money.
Read full article here: https://www.aurochsfinancial.com/wp-content/uploads/2019/05/Fundamental-Concepts-for-New-Investors.pdf
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
One of the many decisions you will need to make when leaving your employer is what to do with the money in your Employer Sponsored Retirement Savings Plan. Typically you have 4 options. Watch the video below to learn further what those options are.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
If you have a High-deductible health plan (HDHP) or considering enrolling in one, you might also consider a Health Savings Account (HSA). The two can work hand in hand to help you save money on health care.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)