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Planners’ Corner – August 20, 2020

Should I refinance?

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Planners’ Corner – May 15, 2020

Often, the Planners’ Corner is used to provide straight forward, actionable guidance from our planners and advisors. In these extraordinary times, it’s a piece of behavioral psychology that will beset the following text. We are working hard to provide insights into the changing world around us using a plethora of mediums – conference calls, blog […]

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Community

COVID-19 Relief: Yellow Ribbon Network

The Yellow Ribbon Network is an online platform for veterans, active military and their families in need of counseling and resources to help with finances, housing, employment or education. The Yellow Ribbon Network has partnered with AFCPE® (Association for Financial Counseling & Planning Education®), whose mission is to ensure the highest level of knowledge, skill […]

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From the desk of Doug Wells: “Should You Invest More Money in the Stock Market?”

It is now four weeks since the March market lows. We have more information on how the pandemic will impact our lives and the economy and we have seen both bad and good come out during this unprecedented time. Sadly, we have seen the virus spread quickly to every state in our nation.  Nationwide there have been over 750,000 cases and over 40,000 deaths. Many of our […]

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COVID-19 Letter

Thursday, March 12, 2020 In this rapidly evolving market environment we’d like to share how we perceive our role in serving families who depend on us. Our training, experience, and commitment to the craft of being the best financial advisors we can be is about to be put to the test. The recent double whammy […]

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2020 Planning Guide: What you need to know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information. Everyone’s financial situation is unique – the information found in the 2020 Planning Guide should only be used as a foundation for discussing your individual circumstances with a CERTIFIED FINANCIAL PLANNER™ practitioner, legal or […]

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2019 Planning Guide: What You Need to Know

At Albion Financial Group, we believe in the importance of quality advising where financial success is a result of a series of good decisions over time. Multi-year financial advice on investments, tax planning, retirement savings, college education, Social Security and estate planning strategies can help protect income and grow wealth. The start of a New […]

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Financial Literacy Building Blocks for Kids

Financial decisions were once much simpler. Let’s rewind the clock to a time when, after graduating from high school or college, individuals would begin a job at a company where they would remain for the entirety of their career. Cash inflows were simply a pay check while working, followed by a pension in the golden […]

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White Paper: Understanding the Nuances in Investment Performance

Measuring investment performance is an art, not a science. For many this notion can prompt an uncomfortable response as it repudiates what should be entirely impartial statistical information. The reality however is that there are many subjective conditions that dictate the numerical output of such analyses. Therefore, it is important to have a thorough conversation […]

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Debt or Equity: Which is the Best Way to Raise Capital for Your Business?

My first job out of college was with a Fortune 100 company that measured success by market share and revenue. When my team saw opportunities to strengthen our market position, we simply put together a budget and submitted it for funding. Senior management either approved the project or turned it down. Money was a figure […]