Logo

Chalk Talk: June 2016

 “I’ve never met a backtest I didn’t like.” – William Sharpe Most people approaching or already in retirement have a desire for their investment portfolio to do three things, almost without exception: 1. Generate income to supplement other sources of cash flow such as pensions and social security 2. Grow over time to outpace inflation 3. […]
» Read More

Chalk Talk: January 2016

“When humans estimate the likelihood or frequency of an event, we make that judgement based not on how often the event has actually occurred, but on how vivid the past examples are.” – Benjamin Graham As 2016 kicks off, no doubt you have been barraged with the big headlines, highlighting a 6% first week decline […]
» Read More

Chalk Talk: November 2015

“Don’t just do something. Stand there!” – Jack Bogle During periods of market turmoil, we are often asked questions from our clients and acquaintances…  “So what are you doing in client portfolios in response to this crazy market?”   In the world of investments, there are plenty of “tactical” strategies that are designed and sold on […]
» Read More

CONTACT US

(484) 887-0452

Hello@financialcoachgroup.com

 

CLIENT LOGIN PORTALS

FC Client Portal >

Wealth Management >

Schwab Login >

 

REGULATORY DISCLOSURES

Form ADV  Ι  Form CRS Ι  Privacy

» Secure File Sharing

» Directions to our office

MEMBERSHIPS

NAPFACFPFPACFA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.  Chartered Retirement Planning Counselor™ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

 

SERVICES

Fee-only Financial Planning; Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension, and Medicare/Medicaid Planning
Investment Advice is offered through FC Advisory, LLC, a registered investment advisor doing business as Financial Coach and doing business as New Wealth Project.  Ι  © 2008-2024 FC ADVISORY, LLC. All Rights Reserved.