Archives for General
Simmons Wealth Advisory-December Issue
Please take a look at our most recent issue of the Simmons Wealth Advisory
Simmons Wealth Advisory-November Issue
Please read the November Issue of the Simmons Wealth Advisory
Quote from The Psychology of the Stock Market
This is a gripping quote. Please pay attention to the year it was written. Read more…
Bittersweet
The Merriam-Webster Dictionary defines bittersweet as something that is pleasant alloyed with pain. This could also be associated with retirement. The sweet part is that people are living longer thanks to innovations in healthcare. The bitter reality is that when people live longer they risk outliving their assets. Read more….
How to Handle Beneficiary Designations
Choosing beneficiaries on asset accounts is one of the most simple yet overlooked aspects of estate planning. There are many advantages and consequences in the decisions you make. Read the attached PDF so you can learn what is most appropriate for you.