One of the most common questions we receive from clients relates to the performance of investment accounts. It’s a fair question. You entrust us to manage your money and you need and deserve a reasonable return. It’s interesting that the nature of investor questions changes based on changes in market volatility and where we are […]
What is the Best Investment Strategy?
If you ask 10 different financial advisors how they would invest a client’s money, you’ll get 10 different answers. So, what’s the best strategy? Shakespeare believes the best investment strategy is achieved when it is derived from your financial plan with the sole purpose of achieving your life goals. An advisor could have great investment […]
Understanding ETFs and How They Can Transform your Portfolio
Exchanged Traded Funds (ETFs) have stormed the marketplace in the last 10 years, leaving mutual funds virtually in the dust. So what is an ETF; how does it work; and what is all the excitement about? Definition of ETF An Exchange Traded Fund operates much like a mutual fund, providing the ability to buy (or […]
Why High Net Worth Individuals Need an Investment Plan
It’s not uncommon for successful individuals to call on Shakespeare looking for help with their financial plan, while specifically indicating they don’t need help with their investment portfolio. They feel comfortable with their array of mutual funds and other investments and can point to the success they have achieved in accumulating and growing assets. So, […]
Financial Advisors, Attorneys & Accountants Working Together to Build A Unified Financial Plan
Do you feel you’re receiving the most accurate and honest financial advice from your current advisor(s)? You wouldn’t be alone if you answered “no.” But then again, how could you be entirely sure? Our financial system is so convoluted it’s no wonder the majority of Americans are poor at managing their money. Consequently, we turn […]
