Unlocking HEMS: A Key to Effective Estate Planning
Navigating the complexities of estate planning can be challenging, especially for those approaching retirement. One essential component...
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ETFs vs. Mutual Funds: Why ETFs Come Out on Top
Exchange-Traded Funds (ETFs) and Mutual Funds are two types of investment vehicles that allow individuals to invest in a diversified...
Social Security Timing: What You Need to Know
One of the key aspects of comprehensive financial planning for individuals approaching retirement is understanding the best timing for...
Patience pays: How to Succeed in Turbulent Markets
In the world of investing, the ability to weather market turbulence and maintain a long-term perspective is crucial for achieving...
Roth IRA Conversions: A Comprehensive Guide
The world of retirement planning can be a complex one, and one of the most potentially beneficial but often misunderstood tools is the...
Expecting the Unexpected: Importance of an Emergency Fund
As you approach retirement, financial stability and security become increasingly important. A key aspect of this stability is having a...
The Enduring Value of Financial Advisors in the Age of Robo-Advisors
In This Insight Robo-advisors have transformed the investment landscape by offering cost-effective, efficient portfolio management, but...
Always Commission Free
At Selective Wealth Management, we believe that the key to successful financial planning is transparent and unbiased advice. We pride...
Estate Planning: Lessons from Alfred Nobel's Legacy
Summary Key considerations for creating an estate plan: Define goals/values, select right tools, include philanthropy, establish clear...
Discover Your Dream Retirement Haven in Virginia
As individuals approach retirement, selecting the right location to settle down becomes a critical part of their financial planning....
The Fiduciary Standard: A Pillar of Trust in Financial Advisory Relationships
Summary The fiduciary standard requires financial advisors to act in their clients' best interests, ensuring unbiased and transparent...
Robert Wigfield
- 5 min
Choosing the Right Financial Advisor
Searching for a financial advisor can be overwhelming. Asking the right questions can make all the difference in your search.
Diversification: A Pillar of Sound Investment Selection
Diversification is a fundamental principle of investing that involves spreading your investments across different assets and asset...
Low-Debt Investments: The Key to Sound Sleep
As an investor it's important to balance the risk of higher returns with the importance of being able to sleep soundly at night. For...
The Importance of Tax Efficient Investing
Tax efficiency is a critical aspect of investing that often goes overlooked by many investors. By selecting tax-efficient investments and...
The Power of Low-Cost
In the world of investing, every dollar counts. Our low-cost investment approach emphasizes minimizing fees and other expenses associated...
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