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Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
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Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Jim Baird, PMFA Chief Investment Officer discuss highlights from the firm's April Market Perspectives.
March brought relief from the relatively high
level of volatility that characterized market activity through the first
half of Q1. U.S. stocks responded positively, with mid-caps leading the
way, followed closely by small caps and large caps.
The third estimate of Q4 GDP indicated that the economy expanded at a moderate 1.4% annualized rate, confirming that the economy slowed late last year, but not to the degree indicated by the initial estimate of 0.4%. Consumer spending growth also dipped modestly to 2.4% annualized.
Drew Hayes talks about how digital assets are included in an estate plan and how this is a growing area of concern. What happens to these items in the event of your passing?