Required Minimum Distribution (RMD) Season
It’s that time of year already — 2018 is nearing an end and with that means our team is making sure all of our clients who are required to take a minimum distribution from their IRA have done so. If you are unfamiliar or unsure what a RMD is or if […]
Are You Prepared to Experience a Potential Demise of the Bull Market?
We are in the midst of our country’s second longest (consecutive month) bull market. Given the current trend, we will set the record for the longest ever bull market in August 2018. Despite this trend, several analysts are predicting that we are nearing the […]
Preparing for Summer
Summer is right around the corner. Schools are getting out and people are preparing to pack their bags and head out of town. Besides reminding you to pack your sunscreen, we’d like to provide you with a few best practices to help ensure your financial matters are in order prior to your vacation […]
Stay On Track With Asset Allocation
Over the past several years, we have experienced a type of investor euphoria. We’ve seen unprecedented growth and minimal market volatility in what is now the second longest bull market in history. Sometimes, an investing environment like this can create investor complacency, which brings us to a topic that we […]
Happy New Year!
With an eventful 2017 behind us, it’s time to start thinking about tax season. Just as in every other year, there will be a handful of documents that you can expect to receive. Below is an outline of the mailing schedule that Wells Fargo Advisors has established for some of the more common […]
Tulipmania and Cash Flow Confidence
According to Wikipedia, the great tulip craze – tulipmania – of the 17th century is often considered the first speculative “bubble” of record. The market for tulips took on a life of its own; often considered detached from all fundamentals, the price continued to rise in astronomical fashion before crashing rather […]
In Case You Missed It
Last month we welcomed Rick Calhoun to the Collins Investment Group family. Rick’s addition as Managing Director, President, is an event that signifies our team’s strength and commitment to our clients, their families and the relationships that we’ve built over time.
In his new role, Rick will continue to build upon the […]
The Importance of Diversification
Over the past year or so, there has been a lot of talk about technology stocks and, in particular, the FAANG (Facebook, Apple, Amazon, Netflix, Alphabet – Formerly Google) stocks and how they have significantly outperformed the market as a whole. Year to date FAANG stocks have returned an average of 28.1%, […]
Required Minimum Distribution (RMD) Season It’s that time of year already — 2018 is nearing an end and with that means our team is making […]
Are You Prepared to Experience a Potential Demise of the Bull Market? We are in the midst of our country’s second longest (consecutive month) bull […]
Preparing for Summer Summer is right around the corner. Schools are getting out and people are preparing to pack their bags and head out of […]
Stay On Track With Asset Allocation Over the past several years, we have experienced a type of investor euphoria. We’ve seen unprecedented growth and minimal […]
Happy New Year! With an eventful 2017 behind us, it’s time to start thinking about tax season. Just as in every other year, there will […]
