Interest Rates: What's the Connection to Your Portfolio?
Submitted by Watters Financial Services, LLC on April 15th, 2015When it comes to interest rates, one thing's for certain: What goes down will eventually come up.
Blog
Ways to Protect Yourself from Identity Theft
Submitted by Watters Financial Services, LLC on March 25th, 2015Over the past year, I have had a number of clients have Identity theft incidents. Clients have had collection agencies contact them about outstanding balances on cards they never took out or cash withdrawn from their bank accounts.
Are your beneficiary assignments undermining your Will?
Submitted by Watters Financial Services, LLC on February 9th, 2015I find that clients neglect to review their beneficiary assignments and often a deceased parent (or a former wife) is named. While this may be your intent, poorly thought out beneficiary assignments can screw up allot of good planning.
Investing Mistakes to Avoid
Submitted by Watters Financial Services, LLC on December 1st, 2014Investing Mistakes to Avoid
· Sell when the market is down
How can I Provide for Cash Flow in Retirement?
Submitted by Watters Financial Services, LLC on November 6th, 2014 How can I Provide for Cash Flow in Retirement?
Lessons Learned after Sending Four Kids Off to College- PART 2
Submitted by Watters Financial Services, LLC on September 13th, 2014Lessons Learned after Sending Four Kids Off to College
PART 2
Lessons Learned after Sending Four Kids Off to College. Part One
Submitted by Watters Financial Services, LLC on September 6th, 2014Lessons Learned after Sending Four Kids Off to College.
PART 1
What Should You Do If You Are Facing A Job Change?
Submitted by Watters Financial Services, LLC on June 13th, 2014What Should You Do If You Are Facing A Job Change?
Whenever one of my clients is in a job change situation I always feel it's important to highlight the following issues in helping guide them through this transition:
Is Longevity a Risk?
Submitted by Watters Financial Services, LLC on May 15th, 2014Is Longevity a Risk?
Easy Money Winds Down, Markets React
Submitted by Watters Financial Services, LLC on February 7th, 2014The Dow Jones Industrial Average ended 2013 at a new all-time record, and the S&P 500 reached its all-time closing high two weeks later. The Federal Reserve is confident enough that in December it announced it would begin reducing the bond purchases that have helped fuel economic recovery.
