We understand that everyone is living in uncomfortable times surrounded by uncertainty. It is important that we remain calm and not let emotion cloud our judgement. In this article, Charlie Kerwood talks about why we have a specific process in place to protect our client’s portfolios.
Posts By: Charles A. Kerwood III, CFP®, ChFC®, AEP®
Start the year off right and avoid these common estate planning mistakes.
It’s hard to believe, but the countdown is on to make your year-end charitable gifts. Due to deadlines imposed by various custodians and brokerage firms, it’s important to make decisions quickly and to implement them as soon as possible.
Research has shown that once you get past providing for your basic needs, additional money doesn’t materially increase your happiness level. Aside from gaining more money and taking medicine, there are other strategies to gain happiness.
Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.