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  1. Home
  2. Archived Blog
  3. March 2016

March 2016

Five Things You Should Expect From Your Financial Advisor

Submitted by B. Cox Planning on March 15th, 2016

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

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Establishing Goals for Your Estate Plan

Submitted by B. Cox Planning on March 15th, 2016

Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state.  Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence

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What are your Portfolio Performance Expectations?

Submitted by B. Cox Planning on March 15th, 2016

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

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