Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. Business owners may be able to protect themselves from the financial consequences of losing a key employee. Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental.
Here's a look at each. Over time, different investments' performances can shift a portfolio's intent and risk profile. Rebalancing may be critical. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Here's a look at each. Over time, different investments' performances can shift a portfolio's intent and risk profile. Rebalancing may be critical. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Services
Jeff K. Ross ("Jeff") is the principal and founder of Jeff K. Ross Financial Services, LLC and has been providing people with financial guidance through objective and honest advice since 1986. What really motivates him to be productive. Allie Baird is the Executive Administrative Assistant at Jeff K Ross Financial, LLC.
Our Investment Philosophy is that every person who places their trust in us to help them with the management of their wealth is a unique individual person. They each have their own unique set of values, and needs, and wants, and goals, and concerns. We believe their wealth management plan needs to be designed according to those unique qualities.
Our Investment Model is based on broad diversification, asset allocation, utilization of the expertise of numerous Portfolio Managers, and various financial tools that are suitable to help our clients pursue their Wealth Management goals and address their concerns. We believe each client is a unique individual with their own values, lifestyle, needs for income and/or growth, and their own psychology on market volatility.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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