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Cyber security attacks are becoming more and more prevalent. At Watters Financial Services, LLC (WFS) we have experienced fraudulent attempts to gain access to our clients’ assets and private information many times. There are a number of ways in which this can occur.
Understanding Buy-Sell Agreements
Watters Financial Services, LLC – October 2015
One of the key areas we focus on at Watters Financial Services, LLC is risk management for small businesses. There is allot at stake for many closely held businesses and smart planning can help mitigate some of the risk.
First, let’s start with the basic definition of an Exchange Traded Fund (ETF). “An Exchange Traded Fund is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund, ” according to Investopedia.com.
Second, let’s look at the basic definition of a mutual fund.
The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information.
When it comes to interest rates, one thing's for certain: What goes down will eventually come up.
Over the past year, I have had a number of clients have Identity theft incidents. Clients have had collection agencies contact them about outstanding balances on cards they never took out or cash withdrawn from their bank accounts.
I find that clients neglect to review their beneficiary assignments and often a deceased parent (or a former wife) is named. While this may be your intent, poorly thought out beneficiary assignments can screw up allot of good planning.
Investing Mistakes to Avoid
· Sell when the market is down
How can I Provide for Cash Flow in Retirement?
Lessons Learned after Sending Four Kids Off to College