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Jacksonville Beach, FL 32250
904.685.1505
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904.685.1505
info@vanwiefinancial.com
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Blog
Bizarro Economics for 2021
November 18, 2020
Four years ago, on the Van Wie Financial Hour radio program, we discussed the economic power of fear and greed, and how mass media headlines are often designed to appeal to those emotions.
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Annuities – When, How, and Why
November 12, 2020
It seems that nearly every fiduciary, fee-only financial planner has the same reaction when the subject of annuities arises; “I hate annuities.”
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Investing for Beginners – Step 5 (Matriculation)
November 4, 2020
Last week we addressed investors’ expectations, reasonable and otherwise, and the potential to affect long-term success and happiness.
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Investing for Beginners – Step 4 (Managing Expectations)
October 28, 2020
Last week we addressed investors who have accumulated sufficient assets to have diversified into positions in Bonds and Foreign Stocks.
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Investing for Beginners – Step 3
October 21, 2020
For the past couple of weeks, we have chronicled the steps that new investors should take to begin investing for the long term.
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Investing for Beginners – Step 2
October 14, 2020
A quick review of that Blog will highlight the fundamentals, including creation of an Emergency Fund, and selecting a custodian for your money.
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Investing for Beginners – Getting Started
October 7, 2020
Welcome to the complex and exciting world of investing. The purpose of this introduction is to provide a “how-to” for (mostly young) people who have never invested in the stock and bond markets.
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Joe Biden vs. Your 401(k)
September 30, 2020
The U.S. Government realized many decades ago that too many Americans were not properly preparing for a financial future in retirement.
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Types of Investors/Clients
September 25, 2020
On September 12th, 2020, Adam went over the different types of investors on the weekly radio show. For those of you who missed it, here they are!
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