Why Having a Financial Professional Matters A good financial professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long […]
Blake Street Chartered Financial Analyst Certified Financial Planner® Founding Partner & CIO Warren Street Wealth Advisors I know, I know, you’d rather be thinking about the holidays than taxes. Consider us The Grinch for even bringing this up, however, the timing is important. As the years draws to a close it is important that […]
This too shall pass… It’s 10:38 p.m. on November 8th, 2016 and it appears global stock markets don’t like our pick for the 45th President of the United States of America. Last I checked, the S&P 500 futures were trading lower by about 4%. My phone has been lighting up since about 6:00 p.m., but […]
A growing theme in investing is to target and invest only in the least volatile stocks in the market. One simple example of this is take the S&P500, which is a representation of the 500 largest publicly traded stocks in the United States, and only invest in the 10% of companies with the lowest standard […]
Last week we watched our version of “The City” lose in Game 7 of the NBA Finals, after blowing a 3-1 lead in the series. This week we watch as London, aka, “The City” and the U.K. at large enter their own final referendum homestand on whether to leave or remain in the European Union. […]
Make sure you give them a look as you prepare your 1040. Provided by: Warren Street Wealth Advisors Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions. While the IRS has occasionally fixed taxpayer […]