Investing - North Light Financial Services

Investing in Agreement With Your Beliefs

Investing in Agreement With Your Beliefs The case for aligning your portfolio with your outlook & worldview. Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral and spiritual tenets that guide their lives. Sir John Templeton stands out as an example. Born and raised [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:19-04:00June 12th, 2015|Charitable Giving, Investing, Socially Responsible Investing|Comments Off

Tax Efficiency in Retirement

Tax Efficiency in Retirement How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate. If you have saved and invested well, you may end up retiring at your current marginal tax rate or even a higher one. The jump in [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:19-04:00March 27th, 2015|Income Taxes, Investing, Retirement|Comments Off

The Strong Dollar: Good or Bad?

The Strong Dollar: Good or Bad? What is dollar strength & who invests in it? You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks. While there is some truth to that, there is more to the story. A strong dollar does not necessarily rein in the bulls, and dollar strength can work for the economy and the markets. The U.S. [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:20-04:00March 13th, 2015|Business/Economic News, Investing|Comments Off

What’s Your Financial Health Score?

What’s Your Financial Health Score? Can a 5-question test predict how wealthy you will become? In the future, will you become wealthier or poorer? Who knows, right? It seems like you would need a crystal ball to really answer that question given life’s up and downs. What if the answer is right in front of you? What if you can determine it from your present financial behaviors? Two economists present a brief questionnaire – and an audacious claim. Last month, [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:20-04:00January 16th, 2015|Financial Fitness, Investing, Saving & Budgeting|Comments Off

Your Annual Financial To-Do List

Your Annual Financial To-Do List Things you can do before & for 2015. What financial, business or life priorities do you need to address for 2015? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial to the pursuit of those goals as well. What can you do to lower your 2015 taxes? Before the year fades away, you have plenty of options. [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:20-04:00December 23rd, 2014|401(k)/403(b), Financial Fitness, Income Taxes, Investing, IRA, Saving & Budgeting|Comments Off