Five key items to a strong financial foundation Chuck Rose, CIMA Fourth Avenue Financial Chuck@fourthavenuefinancial.com We live in a time with plenty of distraction. Every once in a while it can help to stop and “tune in” to get back to the foundational basics. A financial plan and taking action can...
More important than market expertise and experience, you’ll need this one quality to be a savvy investor  Everyone wants to know the secret to financial success. When people find out I’m a financial advisor, they expect me to offer up a hot stock tip or an insider investment allocation that will...

It’s All About Perspective

It’s All About Perspective As a financial advisor, I constantly am hearing from prospective clients reasons why they do not want to begin to take control of their financial future.  These objections take on various identities:  The market has risen too high, the President and/or the Congress is clueless, corporations cannot...
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Every two years, we endure a constant barrage of politicians telling us if we vote for them, the economy will boom. It doesn’t matter what side of the aisle you are on, a vote for the other side will spell certain doom for your 401k, your job, and your investments. Is...
If I had a dollar for every time I have been asked about Bitcoin recently, well, I could actually buy a Bitcoin! What was once a fringe item not long ago has burst into the headlines and taken on the feel of a gold rush. My fourteen year old son has...
I recently met with a marketing company to discuss filming a new TV commercial for Fourth Avenue Financial. In the creative process, I was asked to identify the most common concern new clients expressed when meeting with me. As I thought about this, it became clear most concerns of those nearing...
Retirement Plan Contribution Limits Rise for 2018 Slight increases have been made due to mild inflation Provided by: John Burdette You will able to put a little more into your workplace retirement account in 2018. The federal government has boosted the annual contribution limit on some of the popular qualified retirement...
“Games are won by players who focus on the playing field, not by those whose eyes are glued to the scoreboard.” -Warren Buffett If you are going to be a savvy investor in the markets, you will need to become comfortable in the fact that daily stock price movements sometimes seemingly...