Innovate Wealth
  • About
  • Process
  • Articles
  • FAQ
  • Contact Us
  • I would like to
    • Schedule a Meeting
    • Ask Steve a Question
    • Complete New Client Forms
      • Part 1: Risk Number
      • Part 2: Questionnaire
    • Login to…
      • My Accounts
      • My Plan
      • My Performance
Select Page
Q4 and Year in Review

Q4 and Year in Review

by Innovate Wealth | Jan 17, 2019 | Financial Planning, Investments, Markets | 0 comments

There’s something about another trip around the sun that makes us want to calibrate. The calendar turns and we all get busy measuring our body weight, exercise frequency, and portfolio performance.  But calendar months are arbitrary.  Taking stock of things during...
What is Real Risk?

What is Real Risk?

by Innovate Wealth | Nov 7, 2018 | Financial Planning, Investments, Markets | 0 comments

In the investment business we spend a lot of time talking about risk.  As it applies to portfolio construction and management it is a decades-long debate:  how to structure, how to measure, how to optimize.  Academics and asset allocators keep the debate going each...
Using Roth Conversions to Save Money

Using Roth Conversions to Save Money

by Innovate Wealth | Oct 11, 2018 | Budgeting, Financial Planning, Retirement, Taxes | 0 comments

Good financial planning can save you money.  A lot of money. This example shows a simple Roth conversion strategy for a person entering retirement that can shift a large percentage of money from taxable to non-taxable.  Most people don’t understand this subtle yet...
3rd Quarter 2018 – Market Review

3rd Quarter 2018 – Market Review

by Innovate Wealth | Oct 4, 2018 | Financial Planning, Investments, Markets | 0 comments

I recently distributed a client survey with a simple question in mind:  how can I make the Firm more helpful for clients? I received some great feedback, particularly as it relates to the markets.  Clients want a market update, but brief, and of course as relevant as...
Credit Scores Part 2 – Playing the Credit Card Game

Credit Scores Part 2 – Playing the Credit Card Game

by Innovate Wealth | Sep 27, 2018 | Budgeting, Financial Planning | 0 comments

Back in July I wrote a post about credit scores that I hope brought clarity to a murky topic.  While that one was purely about education, this one is more about fun. You do like fun, right? Once you understand what makes up your credit score, you can utilize your...
« Older Entries
Next Entries »

Recent Posts

  • 5 Things to Look For When Hiring an Adviser
  • What’s My (Most) FAQ?
  • Free Money in a Data Breach world…
  • Q1 Market Review
  • 5 Simple, Different Ways to Improve Your Finances

Archives

  • December 2019
  • August 2019
  • July 2019
  • April 2019
  • January 2019
  • November 2018
  • October 2018
  • September 2018
  • July 2018
  • April 2018
  • February 2018
  • December 2017
  • November 2017
  • August 2017
  • June 2017
  • May 2017
  • April 2017
  • February 2017
  • December 2016
  • November 2016
  • February 2016
  • January 2016
  • December 2015

Categories

  • Budgeting
  • Fiduciary
  • Financial Planning
  • Insurance
  • Investments
  • Markets
  • Retirement
  • Taxes