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Advisor Skinny

Category: Financial Planning

A New Stock Market Era has Begun (actually its already 5 years old)… Yet Almost Everyone Missed It

January 31, 2018July 31, 2018Mike Walters 0
A New Stock Market Era has Begun (actually its already 5 years old)…  Yet Almost Everyone Missed It

Here’s the Skinny, The popular 1st Quarter 2018 USA Financial Trending Report has been released along with the January 2018 USA Financial Trend Tracker. Here’s an […]

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Year-End + Sweeping Tax Changes = Donor-Advised Funds Surge

December 22, 2017January 30, 2018Mike Walters 0
Year-End + Sweeping Tax Changes = Donor-Advised Funds Surge

Here’s the Skinny… It’s tough to beat the simplicity, convenience and benefit of a donor-advised fund – and as you may already know, USA Financial Portformulas […]

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Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part II)

September 29, 2017April 20, 2018Mike Walters 0
Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part II)

As a follow up to the previous post:  Here’s the Skinny… Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part II) Risk-managed accounts are my […]

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Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part I)

September 26, 2017April 20, 2018Mike Walters 1
Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part I)

Here’s the Skinny… Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part I) For simplicity, I’m going to start this explanation with data published by […]

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