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Shakespeare Investment Philosophy: Celebrating 25 Years
Shakespeare Investment Philosophy: Celebrating 25 Years Written By: Nick Ziarek, CFP®, CFA As we look back on 25 years for Shakespeare Wealth Management, we are reminded about the foundations that helped…
Read More2021 Closing Thoughts: Market Updates
2021 Closing Thoughts: Market Updates Written By: Nick Ziarek, CFA, CFP®, AIF® Every few months it’s my turn to write the blog post and I stare at a blank screen…
Read MoreHow hybrid funds can serve targeted purposes
Source: https://www.financial-planning.com/news/how-hybrids-can-serve-targeted-purposes See Kevin’s take on hybrid funds on Financial Plannings’ Day 7 of their “30 Days: On Navigating The Growing World Of Choices For Client Portfolios” There is no one…
Read MoreSelecting the Best Tax Preparer
Source: http://time.com/money/4193016/how-pick-tax-preparer/ Tax preparation is no easy job. The IRS finds that more than half of tax payers hire a professional to do this daunting task every tax season. You shouldn’t…
Read More4 Ways to Pamper Yourself in Retirement without Breaking the Bank
“There’s often a combination of excitement and anxiety as people approach retirement. The excitement comes from having more free time, but the anxiety comes from figuring out how much can…
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