No doubt you’ve been noticing that U.S. stocks have been reliably outperforming stock market indices in Europe and Asia over the past decade or two, but you might question...
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Who We Are
An investment in knowledge pays the best interest
– BENJAMIN FRANKLIN
For more than three decades, we at Financial Services Advisory have helped our clients manage their money through all kinds of environments – good times and bad. As we’ve done for hundreds of individuals, families, and business owners, we can design an individualized approach to investing that focuses on protecting what you have worked so hard to create.
Our foremost goal in managing investments is to protect your wealth and grow it wisely. We guide our clients through the process of thinking through their goals and making decisions that can help avoid costly mistakes.
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News and Commentary
By Jim Joseph, CFP® As 2024 approaches, many of our clients are asking about year-end tax planning. While tax efficiency is important, at FSA we believe it’s just one...
Our market commentaries often center around the equity market, while the bond market gets relegated to a cursory mention. After all, when any significant news is released, stocks tend...