With the rise in “robo” financial services coupled with the large number of individuals claiming to be “financial advisors,” searching for the perfect financial advisor can quickly become overwhelming. How do I know who I can trust? Who will listen to my concerns and help me design a solid plan for my future? While it…
On April 13th, 2018, Aventine was launched and we haven’t looked back since. We have reached some considerable milestones within the firm and have engaged in Fiduciary relationships with over 50 family households across 10 different states! We are proud of the strides we have made and the impact we have had on our clients’…
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…
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…
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…
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” can generate high stress leading to poor judgement and execution. We welcome occasional corrections in the…
What can a Financial Plan do for me? Case 1 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 saving more but doesn’t think…
“the market has a message for those who are listening” Issue #2: Mathematics of Losses 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 portfolio losses grows exponentially with the…
“the market has a message for those who are listening” 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 carefully studied daily moves in the Dow Jones Industrial Average and S&P…
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