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Financial Planning During and After COVID-19 In Gilbert, AZ
Financial Planning During and After COVID-19 In Gilbert, AZLast year has been hard on all of us. Not only did we experience a global health crisis, but we also faced a financial crisis too. You may be one of the millions of people who lost their job and had their...
Importance Of Working With An Independent Fiduciary Financial Advisor
Importance Of Working With An Independent Fiduciary Financial AdvisorBy definition, a fiduciary means an individual or organization that acts on the behalf of another person or entity with honesty and integrity. It also means that everything we do at Newman’s...
Gilbert Financial Advisor
Financial Advisor for Gilbert, AZ Investment Consultant, Financial Consultant and Early Retirement Planner for the Good People of Gilbert, AZ - Your Smart Investor Will Newman. As the 6th largest municipality of Arizona covering...
Are You Nominally or Really on Track to Your Retirement Goals?
ARE YOU NOMINALLY OR REALLY ON TRACK TO YOUR RETIREMENT GOALS? Amidst the more obvious lingering effects of a sluggish economy, such as slow job growth, decreasing incomes, low interest rates and shaky consumer confidence, there lurks a more insidious threat which,...
Is an Investment Advisor Really Worth the Investment Advisory Fee?
IS AN INVESTMENT ADVISOR REALLY WORTH THE INVESTMENT ADVISORY FEE?A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of...
Your Longevity Compounds the Inflation Risk of Your Retirement Income
YOUR LONGEVITY COMPOUNDS THE INFLATION RISK OF YOUR RETIREMENT INCOMEIt has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity. Although most of us are now bracing...
Understanding the Money Value of Time
UNDERSTANDING THE MONEY VALUE OF TIME In the realm of financial planning, time is our most valuable asset. It’s available to all of us, providing each individual with the same opportunity to optimize its value in building wealth. It’s the only resource we all have...
What to do if Your credit Card Has Been Compromised
WHAT TO DO IF YOUR CREDIT CARD HAS BEEN COMPROMISED There’s no denying that Americans are in love with their credit cards; but increasingly, the romance is rocked by the actions of unsavory characters seeking to come between them. More specifically, they’re seeking to...
Does Investing Inertia Have You Trapped?
DOES INVESTING INERTIA HAVE YOU TRAPPED? Investors are prone to many behavioral mistakes that can cost them dearly. Trying to time the market, trying to pick the winners, chasing returns, trying to go it alone are among the most common. But the one that can inflict...
Why You Need an Investment Philosophy
WHY YOU NEED AN INVESTMENT PHILOSOPHYThere are many who would suggest that, in a digitally-wired world in which information travels at light speed to all corners, the investment playing field has been leveled between individual investors and the institutions. In...
Asset Allocation: The Key to Long-Term Investment Returns
ASSET ALLOCATION: THE KEY TO LONG-TERM INVESTMENT RETURNSWatching the roller coaster ride of the stock market can make many investors queasy. Even though the stock market has, historically, always trended up, investors can’t help but feel uneasy as they watch the...
Student Loan Defaults Can Wreak Havoc on Retirees
STUDENT LOAN DEFAULTS CAN WREAK HAVOC ON RETIREES No one could have foreseen the convergence of two of the most consequential economic events in our history – the mass migration of the Baby Boom generation into their final life stage and the tectonic shift of a...
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Financial Advisor for Gilbert, AZ
Investment Consultant, Financial Consultant, and Early Retirement Planner for the Good People of Gilbert, AZ - Your Smart Investor Will Newman.
As the 6th largest municipality of Arizona covering nearly 69 square miles located in the southwest of Phoenix, Gilbert has a quite economically diverse community. Gilbert is home to over 200 thousands individuals, working professionals, students, and retired people. Some of the most popular parks in the U.S. are located in Gilbert, AZ. They are Gilbert Regional Park and Desert Sky Park. They were established in 2019 with multi-million dollar investments. With such a rapidly growing diverse economy, we see and understand the need for effective financial advice and planning.
ABOUT NEWMAN'S FINANCIAL PLANNING
Newman’s Financial Planning, (LLC/”Newman’s Financial”) is a registered investment advisor offering advisory services in the states of Arizona, Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Newman’s Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
