Financial Advisor Tim Hayes

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Risk Tolerance

Risk Tolerance Profiling

For some individuals, nothing feels worse than seeing their account drop; conversely, others regret losing out on potential gains. Perhaps, the first investor’s portfolio was

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Inheriting an IRA

Inheriting an IRA

When someone inherits an IRA, the particular relationship between the individual who passed away and the beneficiary dictates the available choices. When the spouse is

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Is the U.S. Economy Really Getting Better?

Is the Economy Getting Better?

Anyone reading today’s financial press would think the U.S. economy is accelerating—finally taking off from its post-financial crisis lackluster performance to what Tom Brokaw called

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Is Quantitative Easing (Q.E.) Stimulative

Is QE 4 Stimulative?

There is no way to know for sure. Still, when the Fed adds money to the economy by buying bonds from non-banks, the stock market seems to go up. When

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SECURE Act

How the New Retirement SECURE Act Impacts You

The most significant change, though, is how it treats non-spouse beneficiaries. Previously, non-spouse beneficiaries could “stretch” their required withdrawals over their lifetime. For example, a 40-year-old successful doctor who received

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Risk Tolerance

Risk Tolerance Profiling

For some individuals, nothing feels worse than seeing their account drop; conversely, others regret losing out on potential gains. Perhaps, the first investor’s portfolio was too hot, while the second’s

Read More »
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