Guiding Clients to a Lifetime of Good Decisions
2024 Periodic Table of Investing
A useful table to see how different sectors of the economy performed in 2024 and trailing ten years, all graphically displayed in a quilt pattern. Past performance is indeed not indicative of future performance.
2025 Planning Guide
This comprehensive guide provides key tax information for 2025, including income and capital gain tax brackets, deduction amounts, gift exemptions, contribution limits, Social Security and Medicare tax rates, RMD factors, etc.
Transitioning a Business
Issues to consider when management and ownership change.
Disaster Waiting to Happen or Disaster Averted; You Choose
While it is essential to plan for dramatic possibilities and cataclysmic events, there are far less newsworthy, yet much more likely “disasters” that can impact us in adverse ways.
Understanding the Nuances in Investment Performance
Measuring investment performance is an art, not a science.
Dollar Weighted Versus Time Weighted Return Calculations
Should you care?
Growth in China, an Empirical Perspective
Article written by Jason Ware
Financial Literacy Building Blocks for Kids
Now, more than ever, it is essential to teach financial literacy skills to our children.
Client Relationship Summary
Required disclosures form by Albion Financial Group
Our Services
Financial Advising
A secure financial future is obtained through clearly stated goals and attention to the many components of your financial life. Albion works to understand your personal financial and lifetime goals. Our objective is to help you make a series of good financial decisions year after year.
Investment Management
Goals, timing, and risk tolerance—they’re different for each client. We believe in listening. We believe in doing the right thing. And as a fee-only advisor, our clients’ interests will always be placed ahead of our own.