Posts Tagged: investments

Plan to Manage Your Health Care-If You Don’t No One Will-Plan and Live Longer

Posted July 13th, 2023 by The Investment Advisor & filed under Asset Protection, Estate Planning, Financial Planning, Health Care Products and Services, HealthCare, Retirement Planning.

Heath Care and Retirement: A Great Transfer of Risk to You. The Investment Advisor is Offering Advance Financial Training-As Well as Insight and Analysis About Health Care and Long Term Care Planning. You may be aware. There have been a number of concerns involving health care and the quality of care people receive in nursing… Read more »

Financial Training: Health Care and Long Term Care

Posted June 7th, 2023 by The Investment Advisor & 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 June 5th, 2023 by The Investment Advisor & 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 »

The Risks and Rewards of Investing in Gold

Posted October 9th, 2015 by The Investment Advisor & filed under Portfolio Management.

The Risks and Rewards of Investing in Gold from The Investment Advisor Where Does Gold Fit Into Your Portfolio?

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The Investment Advisor is a Registered Investment Advisory Firm Exclusively Serving Investors in the State of Pennsylvania. This Blog has Been Created as a Forum for Individuals, Small and Mid-sized Companies Residing in and Doing Business in Pennsylvania. The Investment Advisor Believes the Collective Experience of Pennsylvanians and the Free Flow of Information Will Help This Blog Fulfill its Purpose Which is:

To Promote an Understanding of the Current Market Cycle in Which We Finds Ourselves.
Help Understand How the State of the Economy Impacts Investing.
Help Understand the Impact of Important Economic, Legislative and Regulatory Events with Respect to Investments and Investing.
Discuss Strategies and Tactics in Managing Investment Portfolios in This Environment Including: Portfolio Development, Construction, Management and Maintenance.
Understand The Value of Financial Planning.
Identify How the Use of Vehicles and Entities in Financial Planning Add Value to Investment Portfolio's With Respect to: Retirement Planning, Retirement Plans, Education Planning, Estate Planning, Wealth Management and Asset Protection.

The Investment Advisor Will Not Accept Posts Containing the Following:

Individual Security Recommendations Involving Stocks, Bonds, Mutual Funds, Options, Commodities, Money Markets, CD's or Any Security Which Can be Construed as a Recommendation to an Investor. This Type of Information is Reserved for Individual Client Consultations.
Recommendations Involving Financial Planning Strategies, Vehicles or Entities Involving Retirement Planning, Retirement Plans, Education Planning, Estate Planning, Wealth Management and Asset Protection Which can be Construed as a Recommendation to a Specific Individual or Organization. Information and Descriptions About the Use of Financial Planning Strategies Involving Vehicles and Entities of Such Strategies and the Benefits Which May Accrue From the Use of Such Planning are Acceptable.
Comments Relating to Day Trading and Active Trading of Any Security. The Investment Advisor is not a Firm Which Advises or Recommends Day Trading or Active Trading.
Comments Relating to Investment in Penny Stocks.
Comments Relating to Securities that are not Considered Investment Grade.
Comments That Can be Considered as Providing Accounting Advice. General Tax Principles as They Affect Investments and Financial Planning are acceptable.
Comments That Can be Considered as Providing Legal Advice. General Legal principles as they Affect Investments and Financial Planning are Acceptable.
Only Publicly Available Information May Be Posted.
No Comments which Disparage, Slander or Libel Any Party.

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This Scope of This of this Blog is Limited to Providing Information and Strategies for You to Consider. Information is Analytical Only. In No Way Should the Information in This Blog be Construed as Providing Investment, Financial Planning, Legal or Accounting Recommendations. Should You Wish to Incorporate Any of the Information Presented in This Blog Into Your Investment and Planning Strategy The Investment Advisor Suggests You Contact The Investment Advisor, Your Financial or Investment Advisor, Your Attorney and/or Accountant.

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