November 11th, 2020
How to Choose the Method of Making a Charitable Gift
When you’re confident you have provided financially for yourself and your loved ones, you may begin thinking about helping others through charitable giving. If you’re making a significant donation, you’ll find there’s a wide variety of ways to give…
November 9th, 2020
Market Volatility: Encouraging vaccine news
The equity market surged higher out of the gate today on news that a vaccine being developed by Pfizer and BioNTech SE prevented more than 90% of infections in their large-scaled study. The hope has been for 60-70% effectiveness and this seems much better than that.
November 2nd, 2020
Your Financial Planning is all About You.
At Spire Advisors, our goal is to help you achieve your goals and dreams – which means putting your best interests at heart. When we work with you, our first step is to assess your individual situation and put ourselves directly in your shoes…
October 30th, 2020
How to Minimize Tax on Retirement Income
When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future…
October 28th, 2020
Why the Money Talk Matters
It’s never been easy discussing financial matters with family members, whether talking to your parents or adult children. But quite often, there’s one important reason to gather your courage and have the money talk…
October 26th, 2020
Financial Planning: More than Managing Your Investments
When I met Bill on a fishing trip, we were both in our 30s and I hadn’t been an advisor for long. Over the course of casting our lines into the water, we hit it off, and I started working with him right away…
October 21st, 2020
Can You Retire Earlier?
Today, to change a retirement plan often means postponing the date, not moving it up. After all, we’re living longer, and early retirement adds even more years to fund. But there are special circumstances when retiring earlier than planned becomes an option to consider.
October 19th, 2020
Ignore the Turbulence: the Importance of Refusing to React
This cartoon demonstrates that some investors react with emotion when they are investing. When reacting with emotion, they tend to buy and sell at the wrong time…
October 9th, 2020
Why Retirement Income Planning Calls for a Customized Approach
When retirement arrives, investment planning changes from creating wealth to stretching your dollars…
October 5th, 2020
Difficult Financial Decision?
Many life decisions can be difficult, but when they involve a financial component, input from your lawyer, accountant or advisor could help in some way. Here are a few scenarios to illustrate how such input can make a difference…