by Fehrman | Oct 12, 2023 | 401(K), IRA, Retirement, Retirement Accounts
As financial advisors, we want to be able to help clients reach their important financial goals as best as possible. One of the key aspects of helping you reach your goals involves getting an overall snapshot of your financial portfolio. Many people tend to have money...
by Fehrman | Sep 18, 2023 | Market Update, Markets and Investing
The Economy: This summer, economic growth was spurred on by travel and leisure spending from consumers. In November 2022, we saw estimates for 2023 GDP at 0.3%. In August, estimates were around 1.5%. As the summer spending supported the economy, many economists have...
by Fehrman | May 18, 2023 | video
Any opinions are those of Fehrman Investment Group and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not...
by Fehrman | May 17, 2023 | Estate Planning, Financial Goals, Financial Literacy, Financial Planning, Markets and Investing, Money and Children, Personal Planning, Retirement
Finances can be a tricky topic. Some people are more comfortable discussing money than others. But when it comes to your estate plan, it’s important your loved ones understand your wishes. A discussion to share your plans is the first step. We have some tips you can...
