Articles

Stock in Your Employer

OUR CONCERNS ABOUT OWNING STOCK IN YOUR EMPLOYER A common theme among portfolios brought to us for review is the concentration of employer stock, especially in 401(k)’s.    For approximately five million investors in the United States, 60% of their retirement plan is in their employer’s stock. And for all those whose 401(k) plans allow, almost ten percent …

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Retirement Planning

Retirement planning By Bill Robertson Christian Financial Planning Institute   Retirement planning is a much-discussed subject in our time. Without a doubt, planning for retirement is important but even more important for Christians is achieving or receiving “God’s Best” in their life. The Scriptures tell us that “man does the planning and God guides the …

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This is a Journey – How to Give

This is a Journey – How to Give

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Value of Planning

Read more about the Value of Planning

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Why work with a Financial Professional?

Six Reasons to work with a Financial Professional

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Strategy Report

STRATEGY UPDATE: Lower Volatility Portfolios As uncertainty has increased in the markets, we have increased our efforts to reduce volatility.   We have always had the objective to decrease the impact of market swings (i.e. volatility) on a portfolio, but it has become of even greater importance in the last several years.  Though lowering volatility decreases …

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Advisory services offered through Gĕneos Wealth Management, Inc., a registered investment advisor. This information is provided as an informal report; no warranties as to the accuracy or content are implied or expressed. No representations or warranties are being made as to the ramifications of effecting any of the above alternatives, or the legal or income tax effect of the enclosed information. The information must be interpreted in the context of, and is qualified by, all the information contained in the prospectuses, and/or Forms ADV 2, where applicable, which have been or will be delivered to the appropriate investing parties prior to any offering being made. All information contained herein must be qualified by your professional legal and accounting advisors.