Darin has been working with employees from many well-known companies to develop retirement plans in these uncertain times.
His goal is to remove the anxiety you may be feeling and replace it with a confidence about retirement.
If you are 55+, live in the Twin Cities area, and want a retirement plan that helps you prepare for the unknown, talk to Darin.
He is here to listen and help you build a plan that fits your vision.
Contact Darin at (612) 712-7900
#retirement #truevisionplan
A plan can act as a road map, helping to alleviate the uncertainty you may be experiencing due to all of the unknowns we are faced with today.
For 15 years, Darin has been doing just that to help hundreds of people just like you transition successfully into retirement. 🏖
If you are 55+, live in the Twin Cities area, and want a retirement plan that helps you plan for a brighter future, talk to Darin. 📞
He wants to help you feel confident about your next steps and find a solution that you are excited about. 😁
Contact Darin at (612) 712-7900 #retirement #truevisionplan
Great video on the value of a good financial advisor and what you should expect from them. Spoiler alert...it's much more than just investment advice.
https://youtu.be/O1SZ5ikaHLA
#retirement
YOUTUBE.COM
The Value of a Financial Advisor
Darin has been working with employees from many well-known companies to develop retirement plans in these uncertain times.
His goal is to remove the anxiety you may be feeling and replace it with a confidence about retirement.
If you are 55+, live in the Twin Cities area, and want a retirement plan that helps you prepare for the unknown, talk to Darin.
He is here to listen and help you build a plan that fits your vision.
Contact Darin at (612) 712-7900
#retirement #truevisionplan
Retirement Planning with Vision
Whether you’re finally in countdown mode or you still have 20 years until retirement, here at True Vision Financial Advisors we can help you plan for and invest in the retirement lifestyle you want. After all, you work hard for your money.
We’re here to work hard for you, by investing your money wisely so you’ll have the income needed for the important things in life.
Learn more about our Retirement Income Planning services:
https://truevisionfinancialadvisors.com/retirement-income-planning/
#retirement #truevisionplan
TRUEVISIONFINANCIALADVISORS.COM
Retirement Income Planning Minneapolis-St. Paul | Speak with a Planner
Last week I shared potential upsides and risks of a Biden win to the market and economy from my research partners at LPL Financial. This week--how could a Trump re-election impact your 401k?
https://lnkd.in/gvmjuwb
TRUEVISIONFINANCIALADVISORS.COM
Election Preview Part 2: A Trump Second Term - Upside and Risks - True Vision Financial Advisors
Medicare is key to affordable health care access for most Americans. The benefits it provides should be factored into any comprehensive investment planning strategy. Getting enrolled however, can be a complicated and confusing process.
Join us next week for this FREE Seminar, by First Eagle Investment Management, to help guide you through the essentials of medicare.
What you’ll learn:
• An introduction to the program, its coverage and its costs
• Where and how to start enrollment
• How to coordinate Medicare benefits with other forms of insurance
• What resources are available to help you
Understanding Medicare from A to D
Thursday Oct 22
4:00 pm – 4:30 pm CST
Register here: https://us02web.zoom.us/meeting/register/tZYvcu6grzktHdEDsQpqxhZ9yAcIa-x_7vqc
Please register in advance to receive your Zoom login information to the seminar by email.
#financialplanning #Medicare
A wealth of current Covid-19 data from reliable and reputable sources. The Midwest has seen a steady increase in cases over the past few months. Shows the importance of proper social distancing and wearing our masks around others until a viable vaccine is available to everyone.
https://lnkd.in/gdNfN7M
FTPORTFOLIOS.COM
www.ftportfolios.com
Learn the 7 common investment mistakes that retirees make in our FREE eBook.
Start on the path to a better retirement, today.
TRUEVISIONFINANCIALADVISORS.COM
7 Common Investment Mistakes Retirees Make - True Vision Financial Advisors
Sometimes it’s the unknown that can be the most scary.
Investing wisely can make all the difference later, so that you can feel confident now about having the income you need for the important things in your life.
Contact Darin at (612) 712-7900
or learn more at:
https://truevisionfinancialadvisors.com/retirement-income-planning/
#retirement #truevisionplan #financialplanningmonth
TRUEVISIONFINANCIALADVISORS.COM
Retirement Income Planning Minneapolis-St. Paul | Speak with a Planner
How to be a Billionaire and die broke...I'm amazed and inspired by his desire to spend down his money for good during his lifetime. What a great story!
https://www.forbes.com/sites/stevenbertoni/2020/09/15/exclusive-the-billionaire-who-wanted-to-die-brokeis-now-officially-broke/?utm_source=FBPAGE&utm_medium=social&utm_content=3694155619&utm_campaign=sprinklrForbesMainFB#1d3b9d823a2a
FORBES.COM
Exclusive: The Billionaire Who Wanted To Die Broke . . . Is Now Officially Broke
Financial challenges are scary. Financial planning shouldn’t be.
No one can anticipate the financial challenges you might face along the road to retirement, such as an unexpected layoff or a costly divorce.
Working with an advisor who understands your
complete picture will keep you prepared to handle any bumps in the road.
Contact Darin at (612) 712-7900 or learn more at: https://truevisionfinancialadvisors.com/financial-planning/
#retirement #truevisionplan #financialplanningmonth
TRUEVISIONFINANCIALADVISORS.COM
Financial Planning Minneapolis-St. Paul
Find out how the events of 2020 affect the market and your investments in our free market report.
Years like this tend to affect the market negatively. But this year’s stats tell a different story.
TRUEVISIONFINANCIALADVISORS.COM
8 Crucial Stats: 2020 Market Data That Affects Your Investments
Some great new retirement tax benefits in this new bi-partisan bill. Are you making the most of current retirement tax benefits?
#retirement #financialplanning #retirementplanning
www.TrueVisionAdvice.com
https://www.cnbc.com/2020/10/27/new-retirement-bill-has-perks-for-seniors-student-loan-borrowers-.html
CNBC.COM
New retirement bill has perks for seniors, student loan borrowers
I've always felt David Kelly is one of the best investment strategists in the industry and this article is a good example why...while most of us are focused on the near and mid term effects of Covid on the economy, David is thinking about important economic trends after the pandemic...
https://www.linkedin.com/posts/drdavidkelly_activity-6723962192804376578-Td3f
LINKEDIN.COM
David Kelly posted on LinkedIn
Great to see these talented women get recognized for leading two of Minnesota's top companies.
BestBuy, Land O'Lakes, Inc.
https://www.bizjournals.com/twincities/news/2020/10/21/best-buys-corie-barry-beth-ford-fortune.html
BIZJOURNALS.COM
These Minnesota CEOs are among Fortune's most powerful women - Minneapolis / St. Paul Business Journal
If it's not simple, most won't start it...
https://www.thebalance.com/organize-your-finances-1389025
THEBALANCE.COM
With a Little Effort, It's Easy to Start Organizing Your Finances
Simple but important steps if you have children or grandchildren and want to start saving for college.
https://www.savingforcollege.com/article/college_savings_money_moves?utm_source=Saving%20for%20College&utm_campaign=70fa27d490-EMAIL_PRO_UPDATE_2020_10_20&utm_medium=email&utm_term=0_02bf056f97-70fa27d490-19214801
SAVINGFORCOLLEGE.COM
Back to School Today, Off to College Tomorrow: 10 Money Moves to Help Get Parents Ready
Happy Thanksgiving from True Vision
Janet Yellen is a familiar face for a the new administration and, if appointed, she may have a major impact on your retirement and tax planning strategies.
https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/advisor/investing/janet-yellen-treasury-secretary/?amp
WWW-FORBES-COM.CDN.AMPPROJECT.ORG
Janet Yellen Nominated As Treasury Secretary. How Could Her Agenda Impact Your Finances?
Average losses from Bear Markets 🐻 from 1926-2019 were a cumulative -38%, compared to the average gains from Bull Markets 🐂 which was 339%.
Although past performance is no guarantee of future results, looking at the history of the market's expansions and recessions helps to gain a fresh perspective on the benefits of investing for the Long-term.
Don't fear the bear. Instead, speak with a planner: https://truevisionfinancialadvisors.com/speak-with-a.../
#financialadvisor #truevisionadvice
Source: First Trust Advisors L.P., Bloomberg
The average Bear Market 🐻 from 1926-2019 lasted 1.3 years, compared to the average Bull Market 🐂 which lasted 6.6 years.
Although past performance is no guarantee of future results, looking at the history of the market's expansions and recessions helps to gain a fresh perspective on the benefits of investing for the Long-term.
Don't fear the bear. Instead, speak with a planner: https://truevisionfinancialadvisors.com/speak-with-a.../
#financialadvisor #truevisionadvice
Source: First Trust Advisors L.P., Bloomberg
TODAY!
Join us for a Zoom live event to discuss what is going on in the economy and stock markets, and how to position portfolios for the future. Register here:
https://us02web.zoom.us/.../tZwrcuisqDkqEtfmcMcDbmwry9AQ5...
No one could have predicted the series of events that occurred so far in 2020: COVID-19, the oil crisis, market volatility, record unemployment, cities and businesses shut down and then abruptly opened back up. Not to mention the US election this month.
The stock markets have blasted to all-time highs, interest rates to all-time lows. So, who is right? The stock market optimism, or bond market pessimism? Now that the US election is over, what the heck are we supposed to do?
Frontier Asset Management, an award-winning independent research and portfolio management firm, will be hosting this event exclusively for True Vision Financial Advisors:
What Do We Do Now?
Join us for a Post-Election Market Outlook
Zoom Live Event
Monday, November 16, 4:00pm CST
Featuring:
Gary Miller, CFA, Frontier Asset Management
Geremy van Arkel, CFA, Frontier Asset Management
David Ulm, Frontier Asset Management
We hope you can join us!
Join us TODAY for a Zoom live event to discuss what is going on in the economy, stock markets, and how to position portfolios for the future in an unpredictable time like this.
Register here:
https://us02web.zoom.us/.../tZwrcuisqDkqEtfmcMcDbmwry9AQ5...
2020, what a year! 😳
No one could have predicted the series of events that occurred so far in 2020: COVID-19, the oil crisis, market volatility, record unemployment, cities and businesses shut down and then abruptly opened back up. Not to mention the US election this month.
The stock markets have blasted to all-time highs, interest rates to all-time lows. So, who is right? The stock market optimism, or bond market pessimism? Now that the US election is over, what the heck are we supposed to do?
Frontier Asset Management, an award-winning independent research and portfolio management firm, will be hosting this event exclusively for True Vision Financial Advisors:
What Do We Do Now?
Join us for a Post-Election Market Outlook
Zoom Live Event
Monday, November 16, 4:00pm CST
Featuring:
Gary Miller, CFA, Frontier Asset Management
Geremy van Arkel, CFA, Frontier Asset Management
David Ulm, Frontier Asset Management
We hope you can join us!
Of all the resolutions you make this year, the ones that can have the greatest impact on your future are the ones you make about your finances. 💵
We’ve put together a 2021 resolution checklist ✔ that covers all aspects of your wealth planning, from savings to spending.
Download the full checklist here: http://bit.ly/TrueVisionFinancialResolutionChecklist2021
The Roth IRA is a well-kept secret: an account that grows annually with increasing returns. While it does have income and contribution limits, it’s a high-growth addition to your traditional portfolio.
Learn more about the Roth IRA and other financial terms here: https://truevisionfinancialadvisors.com/financial-glossary/
“As investors, we must learn to dismiss the “noise” and focus on what’s relevant to financial markets. We must also learn to separate our feelings on social and political issues from our financial decisions.”
Forbes released a great article last week that gives some perspective on why during these times it’s important to avoid emotional investing.
FORBES.COM
Trump’s Out; Biden’s In: What You Need To Know If You’re Invested In Stocks
Today’s Financial word of the day is: Bond
Bond: A debt instrument under which the issuer promises to pay a specified amount of interest and to repay the principal at maturity. The market value of a bond will fluctuate with changes in interest rates. As rates rise, the value of existing bonds typically falls. If an investor sells a bond before maturity, it may be worth more or less than the initial purchase price. By holding a bond to maturity, an investor will receive the interest payments due plus his or her original principal, barring default by the issuer. Investments seeking to achieve higher yields also involve a higher degree of risk.
Find more definitions in our Financial Glossary here: https://truevisionfinancialadvisors.com/financial-glossary/
“2021 is the 40-year anniversary of the start of the great bond bull market, and four decades of falling rates have been a boon for bond investors.”
LPL Research “Outlook 2021: Powering Forward” features LPL Research’s economic and market forecasts for 2021. It’s available in digital and printer-friendly versions. 👍
View the animated version of the report on bonds here: http://view.ceros.com/lpl/outlook-2021/p/6
“Historically, the worst economic conditions have been followed by some of the biggest rallies. In 2020, the S&P 500 Index was able to fully recover its bear market decline in only six months, when it usually takes years.”
LPL Research “Outlook 2021: Powering Forward” features LPL Research’s economic and market forecasts for 2021. It’s available in digital and printer-friendly versions.
View the animated version of the report on stocks here: http://view.ceros.com/lpl/outlook-2021/p/5
