212 East Third Street
Welcome to Queen City Insights!
It has always been a belief of ours that well informed clients make the best clients. When a client has even a fundamental understanding of the components of their financial plan, we feel there is a higher chance of them sticking to the plan and achieving their goals. At the same time, we understand that the world of finance is complicated and can be confusing for those who are not actively involved in it. That’s why we are excited to introduce you to the Queen City Insights Page.
On this page you can find our latest client quarterly letter, two newsletters every quarter, and other pieces that provide educational insights on different financial related topics. Throughout the year, this could include things that we find interesting, fitting for that time of year or simply something we believe clients should know about. We will we do our best to keep the topics exciting, fresh and applicable to your financial life.
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We try to encourage clients to maintain a diversified portfolio to potentially reduce your accounts’ sensitivity to significant market moves and offer possible participation in any market recovery.
We realize taxes are the last thing you want to think about considering you, hopefully, just filed yours for 2021 but hopefully this guide will help you kick off 2022 on the right foot and even help save you some taxes this year.
Want to learn more about life insurance and when it may be appropriate to have?
In July, the Standard & Poor's 500 index rose 9.11%, while the Nasdaq Composite picked up 12.35%.
In it's simplest term a financial plan is a road map for your money. It is the long-term method of wisely managing your finances.
Everyone knows you should go to your doctor for a physical every couple years, but how many of us do? The same often is true for our financial health, we take it for granted and only get it checked out when something goes wrong.
We must undertake risk to meet our financial needs, yet we are psychologically ill-equipped to do so. So how do we balance human needs versus human nature?
An estate plan is a comprehensive strategy that outlines how an individual's assets and responsibilities will be managed and distributed after their death or in the event of incapacitation.
The quarter in brief as of December 31, 2021 :
The quarter in brief as of March 31, 2022
The quarter in brief as of June 30, 2022
The quarter in brief as of September 30, 2022
The quarter in brief as of
December 31, 2022
March 31, 2023
With the proper financial planning, you could be whistling your child’s college fight song all the way to the bank!
College Savings Accounts, or 529s as they’re nicknamed (after theIRS tax code), have become all the rage in recent years.
If you’re having trouble navigating your way through the modern financialaid system, you’re not alone.