There are two schools of thought when it comes to financial planning:
1. Everyone should have a financial advisor, and
2. Everyone should act as a self-directed investor.
If only the latter were possible. Consider that we’re talking about your financial well-being. A skilled financial advisor brings experience and knowledge that most of us just don’t have.

Read Full Article: https://www.aurochsfinancial.com/wp-content/uploads/2019/07/Everyone-Should-Have-a-Financial-Advisor.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)

Lear the value of having a financial plan. If you have a goal, then you need a financial plan.Read More

Dimensional’s Investment Update: Behind the Scenes

On Wednesday, July 10, Gerard O’Reilly, PhD and Co-CEO and CIO of Dimensional, described the role of research in understanding expected returns and developing efficient implementation practices. He also provided an update on Dimensional research into expected returns in the equity, fixed income, and REIT markets, and the application of daily strategy enhancements.

Watch Presentation Here: https://my.dimensional.com/tools/on_demand/270393/

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)

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)

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