Investing in Agreement With Your Beliefs

November 4, 2022October 6, 2015 by Justin Nabity

The case for aligning your portfolio with your outlook & worldview.
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Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral and spiritual tenets that guide their lives.

Sir John Templeton stands out as an example. Born and raised in a small Tennessee town, he became one of the world’s richest men and most respected philanthropists. Templeton maintained a lifelong curiosity about science, religion, economics and world cultures – and it led him to notice opportunities in emerging industries and emerging markets (like Japan) that other investors missed. Believing that “every successful entrepreneur is a servant,” he invested in companies that did no harm and which reflected his conviction that “success is a process of continually seeking answers to new questions.”¹

Special Needs Trusts

October 4, 2023October 1, 2015 by Justin Nabity

If you have a child with special needs, you face long-run financial demands that cannot be fully met through federal and state assistance. What can you do to try and meet them?

When a Minor is a Beneficiary

December 27, 2024August 31, 2015 by Justin Nabity

Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that most policies and investments will not directly transfer to a minor. They need to be received by a court-approved property guardian, a trustee of a children’s trust, or a revocable living trust beforehand.¹

6 Major Risks to Family Wealth

June 27, 2024August 28, 2015 by Justin Nabity

All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again?
It is because families fall prey to serious money blunders – old and new. Classic mistakes are made, and changing times aren’t recognized.

Why You Should Look for a Registered Investment Advisor

October 18, 2022August 8, 2015 by Justin Nabity

Who should manage significant wealth? In recent years, more and more high net worth households have found their answer to that question: a Registered Investment Advisor.

An IRA – A Simple First Step in a Physician’s Retirement Plan

July 23, 2021July 22, 2015 by Justin Nabity

Retirement planning can easily start with these accounts.

When a physician decides to start saving for retirement, taking that “first step” can seem like a big deal. Opening an Individual Retirement Account (IRA) amounts to an easy “first step” in many physicians’ retirement plans.
When you invest through a traditional or Roth IRA, you give those invested assets the potential to grow with compounding and you also position yourself for present or future tax savings.

What’s Your Financial Health Score?

July 27, 2021July 17, 2015 by Justin Nabity

Can a 5-question test predict how wealthy you will become?

In the future, will you become wealthier or poorer? Who knows, right? It seems like you would need a crystal ball to really answer that question given life’s up and downs. What if the answer is right in front of you? What if you can determine it from your present financial behaviors? Two economists present a brief questionnaire – and an audacious claim that these five questions can predict your financial future.

Saving & Investing In Your Family’s Growing Years

January 4, 2023May 7, 2015 by Justin Nabity

It may seem like a tall order, but it can be accomplished.

If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for the long term. Where does “saving and investing” rank on that list?

Plan to put yourself steps ahead of your peers.

For some families, it never quite ranks high enough – and it never becomes the priority it should become. Assorted financial pressures, sudden shifts in household needs, bad luck – they can all move “saving and investing” down the list. Even so, young families have planned to build wealth in the face of such stresses. You can follow their example. It is less an option than a necessity.

How to Work With An Investment Advisor

October 18, 2022May 7, 2015 by Justin Nabity

When it comes to working with an investment advisor, the value you receive is based in the quality of the relationship you establish and his or her ability to meet, or even exceed, your expectations.

Most clients don’t mind paying a fee for investment advice, and many don’t expect their advisors to perform superhuman feats with their portfolios; however, they do expect their advisors to fulfill their commitment to providing superior service that includes frequent communications, transparency, and conflict-free guidance.

10 Benefits of a Roth IRA

November 4, 2022April 20, 2015 by Justin Nabity

Why do so many people choose them over traditional IRAs?

The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced, it has become a fixture in many retirement planning strategies.

We can sum up the key argument for going Roth in a sentence: Paying taxes on your retirement contributions today is better than paying taxes on your retirement savings tomorrow.

Retirement planning can easily start with these accounts.

Can a 5-question test predict how wealthy you will become?

It may seem like a tall order, but it can be accomplished.

Plan to put yourself steps ahead of your peers.

When it comes to working with an investment advisor, the value you receive is based in the quality of the relationship you establish and his or her ability to meet, or even exceed, your expectations.

Why do so many people choose them over traditional IRAs?

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