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THE Wealthier + Wiser Blog

The Secret Advocate

Your financial advisor relationship is much more than just someone to manage your assets. A strong relationship with a quality advisor provides support that goes far beyond the brokerage statement. Read this article to see some of the areas where you should expect support. The-Hidden-Advocate-Article_Carlin-April-2013

The five star fund myth

It is a rookie move to believe that just because an investment is highly rated that it assures great results. This article takes a dive into the world of top rates, 5 star ranked mutual funds. Do they often repeat world class results? Read to learn more. The-Five-Star-Myth-_Carlin-July-2006

Preparing for divorce: business owners

Listen as we discuss: what to do before you get married to protect your business; mediation and litigation if you’re going through a divorce; how owning a business could affect a divorce settlement; buy/sell agreements in the event of a divorce; and understanding separate vs community property. Guest host: Leslie Satterlee, Attorney, Partner at Woodnick Law

Interest in interest rates

Listen as we discuss critical interest rate developments including: will the Fed raise interest rates, even without inflation; the flattening yield curve’s impact on recessions; interest rates and the Fed balance sheet; does municipal bond trading still look good; and the history of interest rates. Guest host: Matt Lloyd, Chief Investment Strategist, Advisors Asset Management

Transitioning the business

Listen as we discuss transitioning your business. This includes: what to know before selling your business; understanding your business asset; and the structure of the deal. Guest host: Phil McCollum, CPA, JD, Partner at Henry+Horne

2018 1st Quarter market outlook

A conflict free, unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the first quarter of 2018. Guest host: Steffan Dye