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asset allocation

Video: How to Choose the Right Investment Advisor

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on April 6th, 2018

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 
Tags:
  • asset allocation
  • fee-only
  • financial plan
  • Investment Advisor
  • investments
  • retirement
  • retirement plan

Video: The Importance of Financial Goals

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on April 6th, 2018

These are the obstacles we all face in trying to achieve our financial goals:

 
Tags:
  • asset allocation
  • fee-only
  • Financial Goals
  • financial plan
  • investments
  • retirement
  • retirement plan

The Power of Compound Interest

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on April 6th, 2018

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheque to paycheque was your reality? ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country. So we’re here to heed that warning and help you understand the magic of compound interest in long-term savings, before it’s too late.

Tags:
  • asset allocation
  • fee-only
  • financial plan
  • investments
  • retirement
  • retirement plan
  • Read more

Comparing Apples and Oranges

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on September 7th, 2017

The phrase that is the title of this article has been used many times to derail or deflate opinions whether it be politics, sports, cooking, or any other number of topics. It serves to make an argument or stance less meaningful in the eyes of the opposing party. I would like to make you aware of an apples to oranges comparison that occurs now in the Financial Services arena.

Tags:
  • asset allocation
  • Fidelity Investments
  • mutual funds
  • non-publicly traded securities
  • risk
  • unicorns
  • Read more

The Outlook for the Rest of 2017

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on August 8th, 2017

Where will the market be heading the rest of 2017?

While it is nice to feel that the market is providing great returns this year, it is important to understand what has occurred.

Tags:
  • asset allocation
  • ETFs
  • financial plan
  • financial planning
  • investments
  • market direction
  • retirement
  • Read more

Summer's Signals

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on August 8th, 2017

 

Client Account Reporting

Quarter Ending July 31st, 2017

 

The summer is in full swing and I hope that you can enjoy the treats that summer offers. Here in New England it is important that you take advantage of every day regardless of the 55-degree waters.

Tags:
  • asset allocation
  • investments
  • retirement
  • Read more

The Effect of Index Funds and Index ETFs on the Market

Submitted by CHARLES CARROLL FINANCIAL PARTNERS on June 3rd, 2017

The Effect of Index Funds and Index ETFs

Tags:
  • asset allocation
  • fee-only
  • investments
  • market returns
  • market volatility
  • retirement
  • Why Large Cap is Winning
  • Why Mutual Funds are not the Answer
  • Read more

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