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March 2020

Weathering the Coronavirus Market Sell Off: Using time tested principles and new technology to build more resilient investors and portfolios.

March 17 @ 3:00 pm - 4:00 pm
Webinar,

I wanted to be sure we were front and center giving our advice and support at a very uncertain time. To that end, we will be hosting a webinar tomorrow entitled: When: Mar 17, 2020 03:00 PM Eastern Time (US and Canada) Register in advance for this webinar: https://zoom.us/webinar/register/WN_svcwEF4HTlO7d8catCuyHw The simple fact is that panic selling is present and many investors are downright worried. Heck, as a parent of three young girls, I’m worried about the Coronavirus as well.  But how…

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Getting Social Security Right the First Time. (you only get one shot)

March 27 @ 12:00 pm - 1:00 pm
Webinar

Stop believing the rumors, and gossip. Let's cut through the noise on Social Security to make better decisions for your retirement. How do you make the best choice for you when it comes to claiming Social Security? Options are endless. As are opinions.  Everyone seems to know what you should 'always do.'  Join us for this fun, but informative webinar to distill the essential basics into a actionable plan for your retirement.  No opinion. Just honest answers. This is a…

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June 2020

Rising Health Care Costs, Medicare and You.

June 11 @ 12:00 pm - 1:00 pm
Webinar,

Question:     What are the current estimates for out of pocket health care expenses for a 65-year-old retired couple? Answer:       $285,000 Reaction:     Ouch! Rising health care costs combined with the confusing nuances of Medicare can frustrate and confound the best of us. At Mission Point, we want our clients and friends to have the best advice and honest answers on the issues most important to them. Therefore, we are bringing special guests Michael Leonhard and Larry Dziewit of National Health Plans…

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October 2020

Elections and Markets: A View from the Hill

October 1 @ 4:00 pm - 5:00 pm
Webinar
Elections and Markets

Elections and Markets: A view from the hill. If you are not already exhausted from the Presidential Debate a few nights ago I wanted to alert you all to webinar today at 4:00 that you might all be interested in!  (hint—it’s political) Today at 4:00 Anthony Bucci of Mission Point Planning and AssetMark  present “A View from the Hill” with David Vandivier, former White House Chief of Staff and Colin Masters, Director of Public Policy for Fidelity and former Counsel…

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IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments

October 20 @ 12:00 pm - 1:00 pm
Webinar

Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this?  When you read the headline did you cringe? Break out in a cold sweat?   Grab another glass of wine?   Maybe even panic? If so, don't beat yourself up. Your human. I’m human. We are hardwired to have these emotions. But the problem occurs when we harness these feelings and turn them into investment decisions.  With…

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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