Video: A Broker or a Fiduciary – What’s the Difference and Does it Matter?

By |2017-11-21T21:33:32+00:00November 3rd, 2014|Blog, Financial Planning|

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:

Comments Off on Video: A Broker or a Fiduciary – What’s the Difference and Does it Matter?

Don’t Get Spooked by Short Term Market Volatility!

By |2017-11-21T21:33:33+00:00October 15th, 2014|Blog|

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.

Comments Off on Don’t Get Spooked by Short Term Market Volatility!

Tax Tips to Consider this Fall

By |2017-11-21T21:33:33+00:00October 10th, 2014|Blog, Tax Planning|

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 [...]

Comments Off on Tax Tips to Consider this Fall

The Three Stages of Retirement Saving and Spending

By |2017-11-21T21:33:33+00:00October 9th, 2014|Blog, Retirement Planning|

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 & [...]

Comments Off on The Three Stages of Retirement Saving and Spending

Dimensional or Vanguard – What’s the Difference and Does it Matter?

By |2017-11-21T21:33:33+00:00October 8th, 2014|Blog, Investments|

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

Comments Off on Dimensional or Vanguard – What’s the Difference and Does it Matter?

Betzel Wealth Advisors sponsors the Wild Goose Creative Project, “Wild Art Columbus”

By |2017-11-21T21:33:33+00:00September 17th, 2014|Betzel Wealth Advisors, Blog|

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

Comments Off on Betzel Wealth Advisors sponsors the Wild Goose Creative Project, “Wild Art Columbus”

What is the Greatest Wealth in the World?

By |2017-11-21T21:33:33+00:00August 25th, 2014|Blog|

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 [...]

Comments Off on What is the Greatest Wealth in the World?

Dan Betzel to present at the Ohio State Bar Association

By |2017-11-21T21:33:57+00:00February 21st, 2014|Betzel Wealth Advisors, Blog, Financial Planning|

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, [...]

Comments Off on Dan Betzel to present at the Ohio State Bar Association

What is an Investor to Do? Nothing and Plenty!

By |2017-11-21T21:33:58+00:00February 5th, 2014|Blog, Investments|

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 [...]

Comments Off on What is an Investor to Do? Nothing and Plenty!
Go to Top