Stay the course. We repeat that advice again and again. It is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is the same regardless of market conditions. (more…)
Markets recently have had a rocky time as investors in aggregate reassess prospects for monetary policy stimulus in the US. Is this something to worry about?
The following rules can help investors build and adhere to a well-designed investment plan. (more…)
Following are 10 principles we have adopted to help us serve as a trusted advisor.
Medicare health insurance is a dense topic. Each of the various options have specific coverage and enrollment periods. To select the best coverage for you, it helps to have a better understanding of the program. This knowledge can help you and your loved ones iron out the areas that tend to cause the most confusion.
We use both individual bonds and bond funds for our clients. It can be confusing why one strategy for buying bonds is preferable to another, but in reality the reasoning is fairly straightforward: It comes down to costs, diversification and liquidity needs. (more…)
Each year, author Larry Swedroe, director of research for the BAM ALLIANCE, takes a look back at the investing lessons the markets provided in the past year.
We have some exciting news to share with you!
As you may know, Lauterbach Financial Advisors is part of an active community of more than 130 independent wealth management firms throughout the United States. Each and every firm works to deliver on the promise of true wealth management for investors and their families. A few weeks ago, all the member firms came together to launch the BAM ALLIANCE — a new destination of ideas, insights and intelligence that enables our clients to make even better decisions about their financial futures.
Author Carl Richards, director of investor education for the BAM ALLIANCE, shares his views on New Year’s resolutions.
The New Year’s holiday is a great time to reflect on what’s really important to us. Spending time with family and friends can help us get focused on where we’re at right now and where we want to be in a year. We have the time to ask questions and make sure things like our investment strategy still match our goals. It’s also a natural time to think about making changes. (more…)