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Advisory Solutions Product of the Year

on June 21, 2011 in Services and Questions

Model Wealth Portfolios (MWP) has been awarded the Advisory Solutions Product of the Year by Money Management Institute (MMI), the leading national organization for the advisory solutions industry. This prestigious industry award is granted to the firms that launched the most innovative advisory platform that contributed to the growth of the industry. This year, LPL [...]

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Four Tips for Investing in the New World

on June 6, 2011 in Investing

Slow economic growth, higher unemployment, more market volatility: Welcome to the “new normal” economy.  That’s what pundits have dubbed the landscape in the wake of the Great Recession.  While the “new normal” doesn’t sound particularly promising, a sluggish economy doesn’t have to derail your financial goals.  There are some simple things you can do to [...]

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Three Steps to Help Save for Short-Term Goals

on June 3, 2011 in Achieving Financial Freedom

Pursuing short-term financial goals — those that you’d like to achieve within one to five years, such as a down payment on a home or car — can require a different strategy than pursuing long-term goals. Here are some steps to help you save and invest when you’re going to need your money sooner rather [...]

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Why should you care about mutual fund fees?

on May 24, 2011 in Investing

Because fees are deducted from your account balance, they reduce your total return and, ultimately, the size of your nest egg when you retire. Consider how just a one percentage point difference in fees – for instance .5% vs. 1.5% – could affect your account over time. Assuming an average annual return on a hypothetical [...]

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Making the Most of Your Asset-Building Years

on May 16, 2011 in Wealth Planning

As you move through your peak earning years, you’ll probably see your net worth steadily rise. At the same time, you’ll still have some work to do before you realize your financial goals. That’s why it’s important to have a solid plan in place. Here are some steps to help keep your portfolio on track. [...]

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