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Financial Planning Market Analysis

Does Conflict-Free Advice Exist?

Dec 09, 2021 Conflicts of interest naturally occur in business. When any form of compensation is being exchanged for a product or service a conflict could exist. In the financial services industry, conflicts of interest absolutely exist. When and how the conflict of interest manifests often depends on how the financial professional is compensated. Most […]

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Economic Outlook Financial Planning Market Analysis

How Many Recessions Do You Have Left?

The term recession seems to be gaining a lot of airtime lately. Fears of an economic slowdown seem to be everywhere. Many folks are tuned in to the fearmongering, and allowing it to affect their daily lives. “Recession” gets tossed around in the media like a radioactive hot potato.  The prospects of a recession seem […]

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Financial Planning Market Analysis Market Trends

3 Ways To Increase Return: Without Additional Investment Risk

 If you want a great return on your money you need to take on more risk. The investment firms on Wall Street have been conditioning the general public to accept this as reality for decades. There is truth to the risk reward relationship. However, there are ways to increase your return without exposing your hard-earned […]

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Financial Planning Market Analysis

Carrying a Mortgage and Investing the Difference

Should you carry a mortgage, service the debt, and invest the difference in retirement? We will explore the popular “carry a mortgage and invest for a higher rate of return” position many advisors seem to take in this month article. Google search “Should I Pay Off My Mortgage Early,” and you will likely find many […]

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Market Analysis Market Trends Money Management

I’d Like to Buy What You’ve Got… Maybe

What’s that outside your window?  Wow, see that car in your driveway.  It’s a real head turner! You must get a lot of compliments. It has value to you as an asset.  There’s an intrinsic value you derive from owning it.  You use it for transportation.  It gets you from point A to point B. […]

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Economic Outlook Market Analysis Market Trends Triplett-Westendorf Financial Group

Royal Fund Management- Uncertainty -vs- Fundamentals

Yesterday the market sold off based on continued uncertainty about trade tariffs and whether U.S. tariffs would be met with similar trading partner decisions which could potentially escalate a “trade war.” The initial steel and aluminum tariffs were absorbed by the market but the realization that additional tariffs, particularly related to China, renewed the uncertainty. […]