Blog

Investing 101

Successful investing is about discipline – not intelligence, nor access to specialized investments. Read on to learn more.
Blog

Tis The Season: Charitable Giving Through A Donor-Advised Fund

The holidays are fast approaching, and for those of you who choose to give charitably, giving strategies may be at the forefront of your mind. Not only do many organizations need help around the holidays, but marrying an effective giving strategy can provide tax benefits to you, the donor, as well. Many charitable vehicles are … Continued
Blog

After-Tax Investment Returns and Asset Location

Most of us have a grasp on the benefits of diversifying our investments – otherwise known as asset allocation. In theory we should be able to generate higher returns with lower volatility. But rarely do investors think about where to locate specific investments – otherwise known as asset location. After all, an investor’s net return … Continued
Blog

Planning for Uncertainty in Retirement

Retirement income planning becomes much easier if you know the day you’re going to die. Take your assets, subtract your legacy wishes, divide by the 15.37 years you have left, factor in a modest growth rate, and voilà – you have your annual income. But we all know life doesn’t work like that. We deal … Continued
 
Nov 28, 2016
Podcast

episode 57 – finding your fortune with the perfect financial fiduciary

Doug Feller, CFP, a principal and financial advisor with Investment Partners, joins us on today’s episode of unsuitable on Rea Radio to talk about how to manage and grow your wealth. Developing a plan to promote personal short- and long-term financial success is difficult, which is why it’s so important to meet with a financial … Continued
 
Oct 27, 2015
Podcast

Episode 7: Investments … Are You Doing It Wrong?

On episode 7, we’re joined by Doug Feller, principal and financial advisor at Investment Partners. Doug will share with us his proven secrets and most effective strategies in helping business owners manage and grow their wealth. During this episode, we will discuss how to make your money work harder through smarter financial planning and wiser … Continued