Family meetings are a great way to bring college-age to adult children into the parents’ financial picture. People are generally very private about their financial lives, but you might consider revealing at least an outline to your children. The reveal can be done in stages, so that they are in a better position to “take […]Read More »
There are some things we do for clients that they don’t really know about. I am not complaining. We are supposed to do research, anticipate needs and take care of details so clients don’t have to think about these things as much. However, I thought it might be helpful to tell you about one of […]Read More »
A simple question was asked: Why not just buy and hold the index? And if not, how can a relatively small “part time” investment manager compete with all the available large institutional managers?Read More »
At the request of clients, we are providing market and general portfolio discussions on a more regular basis. Last month, we provided the 2012 Market Outlook. If by chance you did not receive the outlook, please reply to this email and we will correct that oversight. It’s also posted on our website at: https://www.protectionpointadvisors.com/PPA-Financial-Commentary.10.htmRead More »
This is a good article that details why it is important for your beneficiaries to know how to access your important documents in the event of the unexpected. We have long advocated that our clients make their heirs aware of how to establish an estate settlement should something happen to them. Indeed, not pleasant to […]Read More »
Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.