Fifty Shades Of Funds: An Investment Strategy For Every Taste

 . Fifty Shades of Funds: An Investment Strategy for Every Taste  Considerations when choosing between index and actively-managed funds   By Paul Jarvis, CFP® Area voices Financial Planning Blog   Once upon a time, investors chose between two starkly different investment fund options: traditionally “plain vanilla” index funds and broad spectrum actively-managed funds. But over the…
Read More

Giving Back: More Than One Way To Support Your Alma Mater

. Giving Back: More Than One Way to Support Your Alma Mater   By Paul Jarvis, CFP® Areavoices Financial Planning Blog   Every college graduate receives the phone calls, mailings, and emails from their alma mater, urging them to give back, to contribute to scholarship funds, student programming, and campus capital projects. And many do,…
Read More

Financing A Private School Education Without Sacrificing Financial Goals

. Financing a Private School Education Without Sacrificing Financial Goals   By Paul Jarvis, CFP® Areavoices Financial Planning Blog   Families that choose to send their grade- or high school age children to private schools, including parochial schools, face special challenges in financing this education. Compared to a college education, there are fewer savings tools…
Read More

The Real Facts Behind Real Estate Investing

 . The Real Facts Behind Real Estate Investing   By Paul Jarvis, CFP® Areavoices Financial Planning Blog   With a rising economy and low interest rates, the fear of real estate investment that followed the 2009 market crash is slowly subsiding and investors are regaining their appetite for this particular asset class. Before buying up…
Read More

Evaluating Your Trust Issues: The Who, Why & When Of Setting Up A Trust Fund

_ Evaluating Your Trust Issues: The Who, Why & When of Setting up a Trust Fund   By Paul Jarvis, CFP® Areavoices Financial Planning Blog   We often associate trust funds with millionaires or the heiresses of well-known hotel chains. However, a trust is often a valuable part of estate planning, no matter how great…
Read More