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…
As a business owner, offering a 401(k) plan to your employees can be a valuable benefit for yourself, your team and your tax return. However, it also comes with important responsibilities and potential liabilities.
Here’s what individual investors should know when assessing the value of working with a financial advisor.
Your values drive every decision you make in life. So, what does that mean for your financial plan?
With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.
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.
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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.
