My Retirement Paycheck

Most of us will spend our lives paying bills from predictable monthly or bi-weekly paychecks, whether those checks come from an employer, self-pay, or investments. We budget and plan our financial lives around these regular paychecks and direct deposits. Once we retire, we know the paychecks we have been receiving over the past 40+ years…

3 Steps to Maximize Your Financial Resolutions in 2019

The New Year represents a new beginning, a fresh start, a chance to take control of our health, wealth, and happiness to live more fulfilled lives. It is the perfect time to analyze where we could all use personal or professional improvement! Year after year, exercise and weight loss tend to top resolution charts, but…

Special Needs Trusts: What They Are and Who Can Benefit from Them

Estate planning is an essential part of any complete financial plan, but having one becomes even more critical when that plan must provide for the financial security and care of a disabled child who otherwise cannot provide it for him or herself. Special needs disabilities can range from children with severe autism, cerebral palsy, down…

Should You Be Worried About the Recent Stock Market Correction?

Should You Be Worried About the Recent Stock Market Correction? By:  Christopher Wills, CPA, CFA, CFP Year to Date Performance of FAANG vs. the S&P 500   The saying is “the stock market goes up like a staircase and goes down like an elevator”. When the average investor experiences this first hand these “elevator rides”…

The Value of Financial Planning

What can a Financial Plan do for me? Case 1 By: Christopher Wills, CPA, CFA, CFP Let’s meet Michael. He’s 30 years old and has a good job. He makes $65,000 a year and has been employed now for almost 8 years. Michael has $10,000 total in his savings accounts. He knows he should be…

Message from the Market

  Issue #2: Mathematics of Losses “the market has a message for those who are listening” By:  Christopher Wills CPA, CFA, CFP In this post I will discuss the “Mathematics of Losses” to help you understand why limiting portfolio losses is so important. The key takeaway is the investment return/gain needed to fully recover from…

Message from the Market

  Message from the Market – “the market has a message for those who are listening” By:  Christopher Wills CPA, CFA, CFP Welcome to “Message from the Market”. The forum for my thoughts gained from more than 30 years’ experience in the Investment Markets (20+ years as a Chartered Financial Analyst – CFA). I have…

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