As summer break approaches, many students are looking forward to lounging by the pool or hanging with friends. But amid the sunshine and downtime, this is also a prime opportunity to begin planning for their financial future. With the Common Application and other college admissions applications opening on August 1, now may be the perfect…
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…
Main Takeaway Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Fiscal spending and the expectation that the Federal Reserve will cut interest rates have buoyed the American economy. Rates will likely stay higher for longer than anticipated at the start of the year, which continues to…
Picking stocks, or trying to choose the companies that will outperform the broader market, has been an ambition of investors for years. And even the professional fund managers struggle to pick the winners from year to year.1 For those inclined to try, consider this framework first. Although the questions may be simple, they provide tremendous insight…
India is having a big moment as some forecasters predict its GDP will double by 2031, and the World Economic Forum says it could become the world’s third-largest economy in the next five years. Demographics are playing a huge factor: India is a young, growing country with the working-age population expected to increase by 100…
Your values drive every decision you make in life. So, what does that mean for your financial plan?
Whether it’s from an inheritance, settlement, divorce, a major sale, initial public offering (IPO) of your business or winning the lottery, most people would agree coming into a large sum of money is a good problem to have.
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.
