by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Financial Planning
You’re out of college and working for a few years now and finally got a few bucks to invest. But you’re not sure where to go for advice. You know that your father has a financial advisor – the kind that sits behind a big desk in a fancy office that instantly makes you...
by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Investing Types, Robo Investing, Wealth Management
Passive, active or hybrid investing?Manage risk vs. simple rebalancingLow cost AND value Today, passive investing has become so commonplace that many startup investment firms are basing their entire business model solely on this approach. However, at Altruistic...
by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Market Volitility
Worried about market volatility? Rightfully so. The stock market in 2017 experienced historically low price movements. While this was encouraging from an economic standpoint, it also has the potential to breed complacency and lead investors into the trap of excess...
by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Market Volitility, Wealth Management
First real volatility in over a year and the markets seem to be in a tailspin. The sense of dread that gripped equity markets earlier in the week suddenly re-emerged mid-Thursday as the Dow slid over 1,000 points on concern that rising interest rates will drag down...
by Stephen Heitzmann | Oct 12, 2019 | Bauer Wealth News, Financial Advising, Wealth Management
In the current investing landscape individuals do not have many choices when it comes to saving for life goals and more importantly how their funds are invested. The big players in the industry may slice and dice the pie chart a little bit differently, but by and...
by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Market Volitility, News & Trends, Wealth Management
Investors are under a constant barrage of information that could be a real threat to their portfolio but most likely the information is published with a different agenda. Simply put, click bait. This click bait, or “noise” can cause negative...
