Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Most investors review their portfolio by looking at performance. Did it beat the market?Did it go up this year?Is it doing roughly what was expected? But performance alone doesn’t explain how a portfolio is actually structured. A tax-smart second opinion approaches the review differently. It looks at a portfolio more like a financial X-ray—examining the…
What if your charitable giving could go further, without asking you to give more? For many retirees, that choice exists. They just don’t realize it. Consider a common hypothetical situation. A retiree gives $1,000 every month to their church—$12,000 a year. The giving is consistent and meaningful. The money comes from their checking account, funded…
Why performance alone doesn’t equal a tax-smart investment strategy If you’ve been saving and investing for decades, chances are you’ve done many things right. But as retirement comes into focus, there’s a question many investors never stop to ask: Do I actually have a portfolio—or just a collection of investments? At a glance, the two…
This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
Market efficiency tells us that prices, at any given time, reflect the collective judgment of millions of investors. It is a comforting idea, but it also means that when the largest companies dominate market returns, those valuations embody a great deal of shared confidence. The current concentration of the S&P 500 may make index investors…
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case in markets, the story is more complicated, and the data more surprising. Market Highs Have Not Been Bad Entry Points…
Variable universal life (VUL) insurance contracts can be difficult to understand. Many first-time buyers don’t realize how complex managing the policy is until years after purchase. These policies are often sold with big promises but may not deliver. A VUL is life insurance combined with an investment account. Part of the money you pay (your…
This article explores how to evaluate performance beyond just the most popular benchmarks.
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan addresses a common question from investors: How do I determine the right asset allocation for me? In other…
“I have accumulated a comfortable nest egg. But am I ready to retire or should I continue working?” This is an increasingly common question many professionals ask themselves as they approach retirement. After spending decades working diligently and saving every dollar possible, transitioning to a lifestyle that relies on taking money out of savings accounts…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
