Blog
Fortis Wealth Management Weekly Insights - 1/2/16
7 interesting articles we are reading this week we thought were worth passing along to our readers...
Top Investment Stories of 2015 and 2016 Expectations: 1
2015 was a monumental year overall for the markets despite the S&P 500 barely moving. We think it is important to look back on the top stories/events and consider how they could impact 2016. Here is the first.
Roth IRAs vs. Traditional IRAs - Which One is Right for Me?
Decide which type of retirement account to utilize can be a tricky endeavor. In this post we lay out some of the differences between Traditional and Roth IRAs to help readers decide which is best for them...
Fortis Wealth Management Weekly Insights - 12/26/15
Top articles and videos we are reading and watching this week.
2015_12_16 Fortis Musings
Well M&A did it! The all time record for a single year has been broken and we are at more than $4.3T worth of deals in 2015. Why do we even bother paying attention to this? Because M&A peaks tend to correspond with peaks in the stock market, which of course makes sense in that the more M&A there is the more companies will be bid up, etc. From a corporate stand-point that makes little sense as why would you be buying companies at record high prices. 2009 would have made for some nice purchases but M&A was less than half that year what it will be this year.
Fortis Wealth Management Weekly Insights - 12/12/15
7 articles we are reading this week we thought were worth passing along to our readers...
How to Deal With Losses as a Money Manager
Managing money is an incredibly challenging profession because you are constantly shown that you are wrong. How do you deal with that as a money manager and not let the fear of being wrong overcome you? Find out more...
Budget Hack: How Do I Cut My Utility Bills?
Utility bills are often a necessary evil in our budget. However, by being proactive and utilizing a few tips and tricks we believe you can reduce your utility bills by a meaningful amount. Find out how...
What is a Roth IRA?
Roth IRAs are possibly one of the best gifts Congress has ever given the retirement saver. The advantages over Traditional IRAs are significant (we will get into those in a subsequent post), but in this post let's focus on the basics of what a Roth IRA actually is and how it works...
Fortis Wealth Management Weekly Insights - 12/5/15
7 articles we are reading this week that we thought were worth passing on to our readers...
Budget Hack: How Do I Reduce My Monthly Car Payment?
To continue our series on reducing your monthly expenses, today we examine how you can cut back your car payment significantly. The answer is a bit unconventional and may surprised you...
Budget Hack: How Do I Reduce My Cell Phone Bill?
As part of an ongoing series, we are going to go through each of the major expense categories that make up one's monthly budget and discuss ways to reduce your expenses in those categories in order to save more money and build your wealth faster! First up, is your cell phone bill...
Fortis Wealth Management Weekly Insights - 11/28/15
7 articles we are reading this week that we thought were worth passing along to our readers...
When Should I Retire? (Part 2)
In this follow-up post we actually help you answer the question of when you should retire based on back of the napkin math that usually works pretty well as a rule of thumb...
Fortis Wealth Management Weekly Insights - 11/21/15
7 things we are reading this week that we thought were worth passing along...
Danger: Investing When You Need the Investment Income
In our post yesterday we touched briefly on the perils of investing when you rely on the income from your investments. We discussed the way that when you NEED income from the market, it often forces you into short-term thinking, which results in more risk-taking, which leads to lower levels of wealth over time. In The Aleph Blog...
When Should I Retire?
The point of retirement is to transition your life from one where you are working on someone else’s schedule, someone else’s calendar, someone else’s demands and requests to spending your time how you want to spend it. Does this mean you need to stop working all together though? Absolutely not. In fact we believe that work is an integral part of our purpose as human beings. But you do deserve to work on something that is more meaningful to you, on a schedule that better fits with your lifestyle....
Fortis Wealth Management Weekly Insights 11/14/15
7 things we are reading this week that we thought were worth passing along...