Photo Credit: BehaviorGap.com “Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems
Unless you’ve had your head in the sand, you know that stock markets have given investors quite a roller coaster ride recently. In fact, the S&P 500 has had a total drop of 10% over the last 10 days. It’s since managed to recover over half of those losses, but even so, losing 5% still hurts. It’s a feeling most investors haven’t felt since the financial crisis of 2008.
The real question is, what are you doing about it? My hope is…wait for it…nothing much.
Here’s Video #4, “Consider an Innovative Path”, in which Joe and Susan some alternative thinking when it comes to considering the (net) college cost, especially if it seems like it’s just too much for you.
Susan Kannenwischer, director of financial aid at Capital University, and Joe Messinger, co-founder of Capstone Wealth Partners, explain why learning a student’s Expected Family Contribution number is just the start in determining college expenses.
Check out the first of our 5-part video series, featuring our co-founder, Joe Messinger, CFP®, and Susan Kannenwischer, Director of Financial at Capital University. In this first video, Joe and Susan point out the critical need to discuss college affordability as early as possible.
We’ve all got ’em…financial questions we’re a little too embarrassed to ask.
At some point in your life, you’re going to have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many people are just too afraid to ask.
Drumroll please…
You probably have a number of investments you try to monitor each day or week. One of the things you liked about your 401k was relative freedom from ongoing involvement with its management. Yet we are talking about a part of your financial future. You need to make sure the plan is working as hard as possible for you.
Here are a few simple steps to take to customize your 401k to ensure it performs according to the long-term goals of your overall financial plan…
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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families.
The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.
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