Welcome to our NCM BLOG page where we will address timely investment and financial planning topics...
When we meet with a new prospective client, we usually see either (or both) of the following scenarios: First, they own an annuity and have questions about if it is the right investment for them; and/or second, they have little, if any, real diversification in their portfolio.
As we step into the New Year, many of us are setting goals for better health, stronger relationships, and smarter finances. But as the harrowing account of what happened to Richard Whitacre (as covered by the Wall Street Journal) reminds us: Make financial choices with careful consideration and due diligence.
As 2024 draws to a close, now is the perfect time to take stock of your finances. A year-end review helps you assess your financial health, address gaps, and prepare for a secure future. Here are our Top 10 Financial Planning Tips for 2024 to help ensure you are on track as the year ends.
The future is something most of us take for granted. But the truth is we generally never know what tomorrow will hold. And when it comes to financial planning, perhaps there is nothing more important than keeping our families and loved ones in the most secure position as possible. What should you do? Read our blog to find out!
Investing isn’t about mastering the markets; it’s about mastering yourself. In a world where geopolitical chaos looms large and financial uncertainty seems to be increasing for many each day, the phrase "you are on your own" resonates with a sobering clarity. You must take the reins of your financial life.
We are often so focused on saving enough to achieve financial independence that we may fail to address the concern of how our portfolio will perform once we retire. Simply put, it's not only about how your assets are allocated and the average return of those investments over time, but also—importantly-- the order in which those returns occur; known as the “Sequence of Returns.”