Broker Check

Blog

    Charles F. Farrell     

    President & CEO

 

Monday, January 23, 2017

Click to view the latest performance of our four client model portfolios since inception (2001-YTD). Historical data, current allocations, annualized returns, comparative risk scores, and calculated statistics are now available.

 

Thursday, December 1, 2016

Do you know your personal risk score? And, do you know how it compares to your portfolio risk score? These two scores should be aligned. To find out your personal risk score in about 5 minutes, click here. To find out your portfolio...

 

Wednesday, February 10, 2016

Many financial advisors quote research that indicates a 2.8% to 5% yearly drawdown is likely to preserve portfolio assets over a long retirement. The initial withdrawal rate is followed by increases to match inflation. A 4% withdrawal...

 

Tuesday, January 5, 2016

When hiring a financial advisor, it’s important to do your due diligence. Investors usually don’t know what questions to ask because the industry is so complex and highly regulated, so I’ve listed them here for you. For questions 2-6...

 

Thursday, December 3, 2015

Great athletes and great investors share a common goal--they must perform at peak levels to win. How do great investors perform at peak levels? By using sophisticated buy-sell indicators. Our STAR indicator seeks to be maximally...

 

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Thursday, December 3, 2015

When is the best time to file for Social Security? What boxes to check? What is the best strategy for you? Many Social Security decisions you make are permanent and irreversible. A wrong decision can cost you hundreds of thousands of...

 

Thursday, December 3, 2015

Great investors are like great dancers. They are masters at timing. They know when to make their moves. But how do investors know when to make their moves? Our Bull-Bear indicators for U.S Equities, International Equities, Real Estate,...

 

Thursday, December 3, 2015

Are you paying a fee to an advisor who farms out your investments to an array of mutual funds or third-party managers? If so, you may be paying as much as 5% a year and not even know it. Why, because you are paying the mutual fund...

 

Thursday, December 3, 2015

Cutting edge technology identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations. Capture your risk score. Align...

 

Thursday, December 3, 2015

Do you have a Retirement Surplus or Deficit? Exactly how many dollars are you ahead or behind? Answer 4 simple questions and our calculator will tell you in seconds. Be sure to click View Report to see your answer. If it is any...

 

Thursday, December 3, 2015

Will you have enough to retire? Find out real quick here. Before we answer that, let's practice using someone else's numbers. Let's assume Joe has saved $1.2 million dollars and plans to retire in 10 years. He wants to spend $85,000 a...

 

Thursday, December 3, 2015

Long-term performance can be enhanced by incorporating low-cost investments into your portfolio. But how does one effectively do that? Listen to our 5-minute video outlining a strategy for investing in Index Funds and Exchange Traded...

 

Thursday, December 3, 2015

How does one build a personalized plan for retirement? We're ready to guide you through the private and confidential process of creating your own personalized retirement plan! In our 90 minute online lab you will: 1) Set specific goals...

 

Thursday, December 3, 2015

A breakthrough business retirement plan combines state-of-the-art legal and investment structures to deliver a dramatic reduction of fiduciary liability to employers, and a comprehensive lineup of extremely low-cost Exchange-Traded...

 

Thursday, December 3, 2015

Physicians seek advice from independent professional advisors (investment fiduciaries) who manage low-cost investment portfolios. What specific investment vehicles are used? Index Funds and Exchange Traded Funds (ETFs). Why? Because...

 

Thursday, December 3, 2015

What's the difference between an investment fiduciary and a stockbroker? An investment fiduciary is typically an independent business owner required to act in the best interest of his clients. A stockbroker is typically a sales...

 

Thursday, December 3, 2015

Gold has performed very well over the past 15 years, but is now a good time to buy gold? The key to successful investing in Gold is what you do with your money when Gold is out of favor. Call us for further clarification. Click here to...

 

Friday, November 6, 2015

Successful attorneys often partner with a financial advisor to create a single-point resource to coordinate their clients' personal and business finances. But how are they able to find a good fit? Start with the advisor's website. Is...

 

Thursday, November 5, 2015

Successful tax professionals often partner with a financial advisor to create a single-point resource to coordinate their clients' personal and business finances. But how are they able to find a good fit? Start with the advisor's...