What Are You Getting for the Fees You Are Paying?
As you invest, are you receiving the service and resources you deserve? How much do you pay for wealth management? About $1,000 a month? More than that? If your account is $1 million or larger, that may be the case. Typically, wealth management firms provide their...
Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of...
Updates and Changes to Retirement Account Contributions in 2020
As we finish up the 2019 calendar year and head into 2020, it’s important for you to remember that you can still contribute funds into your retirement accounts to grow money tax-deferred in a Traditional IRA or 401(k), or tax-free within a Roth IRA or Roth 401(k). In...
Yes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for...
Diversification, Patience, and Consistency
Regardless of how the markets may perform, consider making the following, part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset...
Why Having a Financial Professional Matters
What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to a...
Your Diversified Portfolio vs. the S&P 500
“Why is my portfolio performing differently from the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street...
Smart Financial Moves in Life & Reviewing Your Company Retirement Plan
SMART FINANCIAL MOVES IN YOUR 20s, 30s, 40s, & 50s Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down...
Monthly Economic Update – October 2019
RENTING IN RETIREMENT? What are the things you expect out of retirement? When you think of the many aspirations that you hold for your post-work life, which are the most important to you? Does home ownership figure prominently in your strategy, or is it relatively...
The Cost of Procrastination
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to...
Reach Us
Five Pine Wealth Management
250 NW Blvd, Suite 111, Coeur d’Alene, ID 83814
877.333.1015
Recent Comments