WE ARE A FULL SERVICE
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.INQUIRE NOW!
In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.
What can cooking eggs teach us about Simple Will vs Comprehensive Wills vs Revocable Living Trusts? Watch Advisor and Attorney Neel Shah explain:
– how some types of planning provide more asset protection than others,
– how some planning requires you to do more work today so there is let work for beneficiaries later,
– how some type of planning requires probate, which means its less private,
– and more.
You are going to have an Investment Experience either way, how can you make it a better one? Advisor Neel Shah explains the 10 tips in to a Better Investment experience.
Among the topics explains Market Pricing, Market Timing, Past performance, Mutual funds, stocks and Bonds, Investment advice, financial plans, emotions, and more.
No one likes feeling out of control. And during these unprecedented times, we all feel out of control.
Here’s a list of 10 things you can do now, from home, to take some charge.
Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year. Maybe your goals involve estate planning. Maybe your goals involve financial planning. Maybe your goals involve just eating healthier. This is not an optical illusion. This drink is actually green and it is made for me with love by my wife, Pinky. It’s spinach, there’s a protein powder and if you really want the recipe, I’m not the right person to ask. My point is I have goals that I want to accomplish this year and I know what I’m capable of. I know that I’m a powerful strong person. But I also know that I need a little bit of help and there’s nobody who’s a bigger advocate for health that I know than my wife and I’m going to get her help. To that point, if there’s anything that we can help you with, don’t hesitate to reach out to us. Check out our blog piece on setting your goals for 2020 and as a final note, cheers to 2020. Hope to see you this year!.
Hi there!I’m recording this video on August 6th,2019.Yesterday was a crazy day in the markets.There’s all this talk about China and the US and tariffs and all that stuff.I’m sending this message particularly the most of it to my Financial Clients to remind you of a few things.
NA common question I am asked is, “if I don’t have a lot of money, do I really need to have an plan in place?”
Probably. But it doesn’t need to be complex. Regardless of how many assets or how much money you have, it is wise to create an estate plan. There are ample reasons to establish a plan. Watch the video above for more information, but for example- if you have minor children or grandchildren, you may not want them to receive their full inheritance as soon as they turn 18. Regardless of what your ultimate goal is for your assets, simple or complex, estate planning is the safest way to accomplish it.
Is the market too high to invest right now? Or are prices really low right now and should you be pouring everything you have into the market?.
If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture on the front lawn when you got to your new home, would you? Creating a trust and not funding, or moving, your assets into the trust is very much like that.
“I’ve created and signed a will/trust, and stowed it away for future purposes. Am I all set for the future?” Many people commonly make the mistake of considering wills, trusts, etc. as their solutions. However, these are simply tools–components of a larger plan. By having these tools with no plan in place, not much will be accomplished, yet millions make this mistake. Not only should you have the right tools, such as wills, trusts, and beneficiary designations, but you should also bring them together and allow them to work in conjunction, making a plan for your future–a solution.
Our Youtube Channel