There is some confusion in the financial market place. Are you speaking with a Broker or a Fiduciary? What is the difference and does it even matter? Watch this short 2.5 minute video and learn the difference:
If you missed our workshop last month, "Gearing Up for the Next Crash," watch Mark Matson give the workshop below to a large audience. Warning! The message may surprise and inspire you.
This October, listen to evidence-based advice to calm your investment fears. This article from Dan Solin titled "Ignore Bad Advice About Declining Stock Prices" talks about why history has shown that avoiding advice regarding market timing is the best way to keep the scary fear-mongers at bay.
Tax-filing season is still months away. However, the time to start planning is now. Until the end of the year, you have the opportunity to take steps to help cut your tax bill. Below are some of the steps you can take this Fall to ease your tax burden in the Spring. It is a [...]
Are you going to choose Early Retirement, Middle Retirement, or Later Retirement? Most people don't consider the sometimes drastic differences between phases of Retirement. This article below from U.S. News & World Report digs deeply into these differences and offers the reader some potential strategies to mitigate the potential issues. 3 Stages of Saving & [...]
Photo courtesy of Flickr - http://www.flickr.com/photos/motleypixel/ Often, clients ask me what the difference is between Vanguard and Dimensional. This article offers some very clear and powerful distinctions for you to consider. Read More
Betzel Wealth Advisors is pleased to be the September 17, 2014 sponsor of The Wild Goose Creative Project #wildartcolumbus. For more information, visit WildArtColumbus.com
Many people are chasing the elusive dream of financial independence. However, a good friend and colleague of mine, Fred Taylor of Atlanta, GA, reminded me this morning of the following: THERE IS NO GREATER WEALTH IN THIS WORLD THAN PEACE OF MIND! Thanks, Fred. We couldn't agree more. Contact us and take your first step toward [...]
Daniel Betzel of Betzel Wealth Advisors will present three special 2.5 hour CLE courses titled “What Every Attorney Needs to Know about Financial Planning and the Financial Planning Profession” for the Ohio State Bar Association. The first of his series of talks will be given on March 11, 2014 at the OSBA District 9 Annual Meeting in Lancaster, [...]
Some recent market volatility has sent the 'media talking heads' spinning. What is an investor to do? I am reminded of the simple but profound statement: "You can not have a rainbow without some rain." This applies to meteorology, life, and investing. We know that the long-term market trend is up. Nevertheless, we also know [...]
