Our focus is helping people make smart choices with their IRAs, 401k and any other Investments. We start by saving people from the misguided advice perpetuated by Wall Street, Media, and sometimes even other Advisors. What We Do: - Prudent Diversification and Asset Allocation Solution - Investor Education Series - Investor Coaching - Investment Policy Statement - Portfolio MRI and Analysis Most people are not even aware of all the buying and selling going on inside the Mutual funds, IRA’s, and other accounts. Nor do they know or understand the impact that activity has on their risk and returns. Our approach goes way beyond what you might find in most traditional investment strategies or recommended by other financial advisors and firms. Stop letting other people speculate and gamble with your money. If Mutual Fund companies really knew.... they wouldn't need your money. By having an initial meeting with us or attending one of our education events you can learn in addition to discovering for yourself how we provide our services, what to expect, and how they specifically may be able to help you. Investment advisory services offered by Family Wealth Partners of Concord, a state registered investment advisor.
Family Wealth Partners的外部链接
In Concord, NC on March 25th at Total Wine & More in Concord Mills area. Join us on for a fun presentation followed by a guided, themed wine tasting. Light appetizers, soft drinks & socializing at 5:30pm, Presentation at 6:00pm and Wine Tasting to follow. Learn More & Register Now
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Join us on March 25th for a fun presentation followed by a themed wine tasting. Learn More & Register to attend on our event page -->www.fwpevents.com
We recently attended a workshop to get updated on the final rules for Inherited IRAs. It’s been about three years since the legislation was first enacted, and the initial guidance was anything but clear. Unfortunately, the IRS and lawmakers don’t always make things simple. If anything, they often make them more complex, full of potential pitfalls which increase the risk of costly mistakes. As a result, many people unintentionally lose a significant portion of what they inherited from loved ones to taxes and penalties. If you have an Inherited IRA or are set to inherit an IRA, be sure to consult with a professional to navigate the rules effectively. https://lnkd.in/gYXFJ-fJ.
The Chamber, Leading Business in Cabarrus Annual Meeting time again. At Great Wolf Lodge Concord, NC
Do not put all your eggs in one basket and that applies to investing all your money into US Large Stocks. In addition, some think the S&P 500 is diversified. It is not, as while there are a lot of companies represented in it, overall it is heavily weighted in just a few. https://lnkd.in/egchYBs8
“Join us virtually March 27-28 for a 2-day event and opportunity to transform your financial future.”
The American Dream is alive! Our January American Dream Experience is sold out, but your chance to attend isn’t gone. Join us virtually March 27-28 for a 2-day event and opportunity to transform your financial future. ?Reach out to your advisor or learn more at https://bit.ly/40sXoAh . #AmericanDream #InvestingScience #MatsonMoney
"When investors have confidence in their long-term investing strategy, they are free to live out their purpose and create a fulfilling life for themselves and others."
Ready for a change? Read our latest blog to discover how you can stop chasing market predictions and instead have confidence in your long-term investing strategy and why financial literacy can be a powerful asset. #AmericanDream #InvestingScience #LifeonPurpose
To keep us safe from scammers, greedy companies and just poor money decisions, here are some “Never, Not Ever” rules to abide by from Clark Howard. https://lnkd.in/g7MyjSu6