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What to Ask Before You Invest

Q: My current broker is retiring, how do I make sure the transition to his replacement goes smoothly?                           

A: Interview this new broker "candidate" as if you are hiring a new broker. Ask him specific questions, such as "How long have you been advising clients, like me?", "What process do you use for selecting my investments?" and "How will I pay you for handling my accounts?"  Don't feel as if these questions are out of place, and make sure his responses are specific to your situation. After all, this is your money and your financial future.

A Funny Thing Happened on the Way to Higher Rates (June 2014)

It’s interesting how the markets can sometimes humble the best analysts. Take what’s happening in the bond market. Last year, pundits pronounced that bond yields would rise in 2014. But, since the beginning of the year, yields have drifted lower, falling over a half a percentage point.

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Investing with Impact: Searching for Portfolio Values

As a professional advisor, my clients look for help in their financial lives; addressing goals and managing money. As a professional parent, my clients (ok, my kids) seek different guidance – help with family values instead of portfolio values.

What is a Second Opinion Portfolio Report?

What if advice had no hidden agenda and recommendations had only your best interests in mind?  At OSBORN Wealth Management we’ve taken the if out of that question by creating our Second Opinion Portfolio Report.

Wile E. Coyote’s Acme Budget & Debt Ceiling Kit

Who would have guessed that the Looney Tunes cartoons of my childhood would be the reality of my financial advisory adulthood? I can’t help imagining all the Wile E. Coyotes of Washington DC chasing the illusive fiscal Road Runner. Some will reach for the speedy bird and end up grabbing the third rail of health care (ZAP, sizzle).

Is it Time to Sell Your Dividend Stocks?

The first four-plus months of 2013 have been kind to most investors, and especially kind to investors focused on large-cap dividend growth stocks. So, is it time to take those gains and go home? Maybe.

What’s Your Legacy Going to Be?

What’s Your Legacy Going to Be?

If you read the magazines or surf the web, planning for retirement is all about the numbers: how much should I save, where should I invest, when should I take Social Security?  Just about any first year broker or online calculator can run those numbers. But have you ever thought about the kind of legacy you want to leave behind?

How Did Your Portfolio Perform? Well, What Did You Expect?

In a recent newspaper article, I introduced the idea that reviewing year-end investment statements needs to move beyond a simple look at performance. Sure, one could compare a personal portfolio return to the 2012 return on the S&P 500. But unless you were invested in those 500 stocks for the entire 365 days, the comparison wouldn’t be accurate.

Are you afraid to take profits in your portfolio?

It seems like a ridiculous question, but when was the last time you sold something in your portfolio? For the typical investor, “investing for the long-term” is the plea defense for portfolio inactivity. I’m not speaking of trading just to trade, or working with an advisor who churns just for commissions.

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SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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