Posts By: The Investment Advisor

The Investment Advisor is Bullish on America and Pennsylvania

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Retirement Planning, Retirement Plans, Tax Advisory.

The investment philosophy of The Investment Advisor is based on American History and a long term view of the resilience of the American Economy. In short, we believe in you. The Investment Advisor thinks it is important to understand the impact economic restructuring and the 4th Industrial Revolution have on investing and its implications for… Read more »

Financial Training: Health Care and Long Term Care

Posted by & filed under Asset Protection, Financial Planning, HealthCare, Retirement Planning, Retirement Plans.

The Investment Advisor is offering financial training. As well as insight and analysis About Long Term Care and Health Care Planning. You may be aware, there have been a number of concerns involving the quality-of-care people receive in nursing homes and with home health care. Recovering from illness or disability. Especially, in today’s medical, economic… Read more »

When Should You Rebalance Your Investment Portfolio?

Posted by & filed under Investment Portfolio Management for Less, Portfolio Management.

Rebalancing your investment portfolio is important. However, there may be times when you may not want to. For example, if rebalancing your portfolio could trigger a short-term or long-term capital gain for which you may not have the liquidity to pay. You may not want to rebalance. You must gauge the long-term benefit of rebalancing… Read more »

It’s About Creating Resources

Posted by & filed under HealthCare.

It’s About Creating Resources, Increasing Your Standard of Living and Preserving Your Way of Life. Navigating the Currents of Today’s World Requires Planning and Investment. The Video Above Put Out by the Cleveland Clinic Illustrates Your Holistic Need to Use Savings, Investment and Health Insurance as a Tool to Finance Protecting Your Health, Building Your… Read more »

Strategically Manage the Risk of Saving for Your Retirement!

Posted by & filed under HealthCare, Retirement Planning, Retirement Plans.

Most Americans Have Not Saved Enough for Retirement. This is One of the Major Issues of Our Time. Fueled by the Scarcity of Resources. A New Model of Business Driven by Price Compression, Disruption Created by the Internet and The 4th Industrial Revolution. Creating A Shifting of Risk to the Individual. How Will You Strategically… Read more »

Who is the Investment Advisor?

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, HealthCare, Retirement Planning.

The Investment Advisor is a Registered Investment Advisory Firm With an Emphasis on: Retirement, Health Care Estate Planning, Investment Management, Asset Protection and How these Topics Influence Each Other. The Firm is a Fiduciary Dedicated to Serving Your Interests and Puts Your Interests Ahead of Its Own. The Investment Advisor LLC Also Believes the Expenses… Read more »

What Entity Type Is Best When Seeking Venture Capital?

Posted by & filed under Biotechnology, Financial Planning, HealthCare, Tax Advisory.

Guest Article By Chris Whalen, CPA: Starting a business is extremely complex, and it is very easy to make mistakes that can incur tax penalties and also hurt your chances for acquiring financing. Let’s say you were starting a company and needed to raise capital. You have to decide what entity to create. What are… Read more »

YOU Are a CPA or Enrolled Agent

Posted by & filed under Tax Advisory.

You Are a CPA or Enrolled Agent. Your Smart, You Work Hard and Your Clients Rely on You For Your Advice and Sound Judgement. Your Clients Want More Than Tax Preparation. They Hire You to Help Them Reduce Their Tax Liability. You May Recommend Contributing to Their IRA, Monitoring Their Company Retirement Plan, an Investment… Read more »