November 9th, 2020

Market Volatility: Encouraging vaccine news

The equity market surged higher out of the gate today on news that a vaccine being developed by Pfizer and BioNTech SE prevented more than 90% of infections in their large-scaled study. The hope has been for 60-70% effectiveness and this seems much better than that.

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KyraComment
November 2nd, 2020

Your Financial Planning is all About You.

At Spire Advisors, our goal is to help you achieve your goals and dreams – which means putting your best interests at heart. When we work with you, our first step is to assess your individual situation and put ourselves directly in your shoes…

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Carly HoffmanComment
October 30th, 2020

How to Minimize Tax on Retirement Income

When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future…

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Carly HoffmanComment
October 28th, 2020

Why the Money Talk Matters

It’s never been easy discussing financial matters with family members, whether talking to your parents or adult children. But quite often, there’s one important reason to gather your courage and have the money talk…

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Carly HoffmanComment
October 26th, 2020

Financial Planning: More than Managing Your Investments

When I met Bill on a fishing trip, we were both in our 30s and I hadn’t been an advisor for long. Over the course of casting our lines into the water, we hit it off, and I started working with him right away…

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Carly HoffmanComment
October 21st, 2020

Can You Retire Earlier?

Today, to change a retirement plan often means postponing the date, not moving it up. After all, we’re living longer, and early retirement adds even more years to fund. But there are special circumstances when retiring earlier than planned becomes an option to consider.

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Carly HoffmanComment
October 19th, 2020

Ignore the Turbulence: the Importance of Refusing to React

This cartoon demonstrates that some investors react with emotion when they are investing. When reacting with emotion, they tend to buy and sell at the wrong time…

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Carly HoffmanComment
October 5th, 2020

Difficult Financial Decision?

Many life decisions can be difficult, but when they involve a financial component, input from your lawyer, accountant or advisor could help in some way. Here are a few scenarios to illustrate how such input can make a difference…

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Carly HoffmanComment
September 17th, 2020

Managing the Moving Parts of Your Wealth

…depending on individual circumstances, we may pull in the specialized expertise of our fellow advisors from a couple of different office locations to create the best possible long-term strategy.

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Carly HoffmanComment