Think all financial advisors are transparent about their fees? Think again.
Understanding how financial advisors get paid may be crucial for preserving your investments and ensuring your advisor’s interests align with yours.
Think all financial advisors are transparent about their fees? Think again.
Understanding how financial advisors get paid may be crucial for preserving your investments and ensuring your advisor’s interests align with yours.
Retirement planning is a critical aspect of financial well-being, and a well-structured 401(k) plan can play a pivotal role in a confident retirement. In this article, we delve into tips that may help you make the most of your retirement savings through effective 401(k) planning. 1. Start Early and Contribute Regularly One of the most […]
In my experience, most corporate employees in their 50’s and early 60’s have two main sources of retirement funding, their 401(k) and Social Security. Both are controlled by the government. Most know that the future of Social Security is cloudy and have been adequately conditioned not to rely too heavily on that income stream for […]
Statistics from Seeking Alpha show that the S&P 500 has had average returns 10.67% annualized since the inception of its modern structure in 1957. Warren Buffet recommends putting your money into an index fund and not touching it. So why doesn’t everybody have successful investment results? The reason that people may have trouble in […]
Are you looking for ways to invest in companies that align with your values and beliefs? If so, you might be interested in ESG investing, a growing trend in the finance industry. ESG investing enables investors to put their money into socially responsible investments that reflect their personal values. This blog post will delve […]
Estate planning is an important step for anyone looking to preserve their assets and financial future. It involves creating a will, setting up trusts, appointing powers of attorney, and more. In addition to these basics, there are also gifting strategies, charitable giving options, and other steps you can take to ensure your estate is taken […]
Money is a valuable resource with finite limits, and how it is used can significantly impact one’s life. It affects your lifestyle, stress level, security, and legacy. To understand how to make the most of this limited resource, it’s essential to understand the basics of financial management. This blog post will discuss ways to maximize […]
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IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.
Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perform their own due diligence carefully and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Laura Jocius at [email protected].
This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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