TruNorth Blog

News & Articles

February 20, 2019

We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be financially successful.  Here are some red flags that suggest it's time for a change.

Guessing risk tolerance. Subjective questionna...

December 28, 2018

This has been a painful quarter for the stock market.   Historically, it’s the fourteenth worst quarter for stocks since 1926 for what it’s worth, with the S&P 500 down 17% since the end of September.  

With the overabundance of financial news that any of...

April 19, 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many inexperie...

November 18, 2017

Focusing on what you can control can lead to a better investment experience

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these q...

May 22, 2016

$288,400! That's what the HealthView Services' 2016 Retirement Health Care Costs Data Report shows the average healthy 65-year-old couple retiring this year is projected to spend in today's dollars on lifetime Medicare Parts B, D and supplemental insurance (Plan F) pre...

April 3, 2016

 

Let’s be totally honest. If a financial advisor, broker or other so-called investment professional advises you to purchase a variable annuity in your IRA, you should in nearly every case fire that advisor or walk out of the room.

 

Why? You don’t wear a belt AND suspend...

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