Here, you will find a wealth of information including research articles, financial calculators and newsletters. If you are not a client yet, feel free to spend some time browsing through and give us a call for more information and inquiries. Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing. Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing. Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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We build and manage relationships based on trust and communication. Studies have shown that clients want an ongoing relationship with a trusted professional, who can integrate their investment, business, financial and estate matters consistent with their life goals. We are adherents of Modern Portfolio Theory (MPT), which holds, that asset allocation is the most important component in investment returns.
Today, the company operates from our Wall Street location, directly across from the New York Stock Exchange. Our growth isn't a function of coincidence-it's a product of the hard work, professionalism and dedication to going beyond meeting client expectations to delivering extraordinary value. Whether we're helping you with retirement needs and issues, or finding ways to grow and protect your assets, we do the work and let you live your life.
If a significant business disruption occurs, your representative, Arthur Dolega, CFP, will implement various strategies to quickly recover and resume business operations. We have taken safeguards to protect your data through back-ups and recovery, to protect your confidential information and provide for an alternate physical location for operations.
Arthur Dolega, CFP is the founder of Vision Financial Planning. He holds the Series 24 Registered Principal license and is a branch office manager with NEXT Financial Group, Inc. He has received the CERTIFIED FINANCIAL PLANNER certificate in 2003 from the American College. Arthur's career in financial services started in 1998 through an affiliation with the Park Avenue office of First Investors Corporation in New York City.
We are adherents of Modern Portfolio Theory (MPT) with a portion of assets managed using Tactical Asset Allocation. MPT holds that asset allocation is the most important component in investment returns. It was developed by Harry Markowitz in the 1950s. The theory, which won Markowitz a Nobel Prize, states that a portfolio's risk can be lowered if its assets are not highly correlated.
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