We made it – a new year and a fresh start! Sure, the pandemic is still with us. But with the distribution of vaccines, a rising stock market and an economy that is slowly rebounding, it’s safe to work toward improving your financial life.
From investments to taxes, money can be a complicated and intimidating thing to navigate. That was true before the coronavirus – and it’s true now. The difference is that the economic impact of the pandemic has both exacerbated previous problems and introduced new stresses.
One of life’s greatest joys is to plan for a future with someone you love. But no plan is complete without planning for what could go terribly wrong. For married couples, that is often the loss of the other.
Ask a friend or relative how much money they make, you’re likely met with silence. But ask for an investment tip and seemingly everyone opens right up – for better or worse.
Last week, Advance Capital Management was named to the Barron’s list of America’s Best RIAs. We are honored and grateful to our clients for making this possible.
We are pleased to announce Advance Capital Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the fourth year in a row that Advance Capital Management has been listed.
“We are again honored to be named a top financial adviser in the U.S. and especially proud to have done it for four consecutive years,” said Joe Theisen, chief executive officer of Advance Capital Management.
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
We are pleased to announce two financial advisors – Ryan Sheffer and Terra Hohf – have been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list.
The purpose of retirement planning is to optimally use your assets to fund your retirement goals, but also cover all the needs that may arise as you age. One of those needs for a growing number of Americans is long-term care. More than half of those turning age 65 today will require some form of long-term care, according to the U.S. Department of Health and Human Services.
For an extraordinary high-achiever like NBA legend Michael Jordan, you could reasonably attribute his success to one of many things. His natural athleticism. His high basketball IQ. His shoes. But to His Airness himself, it was the result of a relentless mindset: