The initial process to begin saving for retirement, college, or general investing for wealth down the road can seem overwhelming and arduous. Many people simply don’t know where to begin, so they avoid the process altogether. Later, they look back wishing they would have started earlier or had those wasted dollars back. Here are
The commentary on this website reflects the personal opinions, viewpoints and analyses of the Skyline Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Skyline Advisors, Inc. or performance returns of any Skyline Advisors, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Skyline Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Maybe you have been told to really grill your prospective financial advisor. For most of us that is often just too distasteful a task. And why start a fruitful relationship on such a cynical note? Well in the below Q and A we do it for you. After all, we agree you should ask the
You sent your kid(s) off to college, now how are you going to pay for it? While you are paying your rent or a home mortgage, paying your household bills and trying to save for retirement, the additional cost to send your kids to college seems unsurmountable. The College Board, a non-profit that helps students
On September 7, 2017, Equifax announced what it describes as a “cybersecurity incident” involving consumer information affecting up to 143 million customers. Equifax is one of the big three credit reporting agencies and holds vital records that may have been compromised including names, Social Security numbers, birth dates, addresses, and in some instances, driver’s license
The Vanguard Group has long been considered a company squarely in the investor’s corner in part because of its ground-breaking research into low cost index funds done back in the 1970’s by its founder John C. Bogle. Vanguard has produced research since 2001 pointing out how an advisor using Vanguard Advisor’s Alpha Strategy can add
In the May 7th , 2017 edition of the Wall Street Journal a reporter, Andrea Fuller, tried to find her investment fees from a large investment house. She was passed around many times and given incorrect information again and again. Her article was hilarious but for being at her expense in time and lost trust.
Women face tricky financial dilemmas throughout their lives. These situations can change your financial future drastically if you aren’t prepared for them. What sometimes seems like a choice you’re making for this current year or situation, can soon become the path of least resistance and suddenly turn into a 10-year decision. Here are a few
This current bull market has lasted a long time. It started in March of 2009 and is still running nine years later. Markets go up and down: we all know that. Did you know there is a way you can trim your tax bill when markets go down? Perhaps not. Follow along below or ask
One of the Whatcom County Executive Office’s goals is “to improve the vitality of our community.” That vital force is powered by our community members and the choices we make. Many of the toughest decisions involve compromise, but fortunately a vital community can include both thriving business and a healthy environment. Our recent contentious election
Women throughout the last hundred years have increasingly engaged in tasks that in the past were predominately male driven. Today women have more opportunities but also more responsibilities. Women are often taking the lead roll balancing family, friends, home obligations, health and wellness on top of their career. However, one area where women seem to