Palmerston Group uses “Team of Experts” financial planning and wealth management to help business owners and high net worth families facing taxes, complexity, and risk.
A DIFFERENT WAY: Maximize Expertise AND Client Benefit by Building Customized Teams of Specialists.
When High Taxes, Complexity and Risk are THE ISSUES, Expertise is POWER. And TEAMS OF EXPERTS are a SUPERPOWER.
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Choosing the Right Financial Advisor: Some Ideas that Can Help You Decide
Survey say: Expertise, Trustworthiness, and Accountability are the big three things to look for in a financial advisor team.
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17 May 2023
Conflict-Free Financial Advice: Why it’s So Important
Empower yourself by understanding the fiduciary standard and the areas in financial planning where conflicts can arise.
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10 May 2023
Diversification in Investing Make It Work For You
With all of the complex issues involved with Diversification, there are a few factors that are worth some extra attention.
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3 May 2023
How “Conservative” Financial Planning Can Endanger Your Financial Security
Why higher returning investments ought to be part of an investment strategy for an entire lifetime.
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26 Apr 2023
Investing Strategically: Why Balancing Asset Allocation and Time Allocation Can Protect Your Wealth
If you want to allocate a dollar into investing for the purpose of appreciation, be prepared to be patient.
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14 Apr 2023
Can Passive Investing Hurt You? Overvalued Sectors in the S&P 500 and the Risks They Create
When overvalued sector bubbles deflate, they can take the whole S&P index and your passive investments down with them.
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29 Mar 2023
Roth Conversions: Do They Belong in Your Financial Plan?
Assessing if converting your traditional IRA into a Roth IRA can save taxes and build wealth.
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1 Mar 2023
How to Make Financial Planning Serve Your Ideals
Whether you’re doing your own financial planning or working with advisors, here’s a key takeaway: financial planning can maximize your potential to give back.
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22 Feb 2023
Generational Wealth Transfer and Life Insurance: Be Skeptical but Look For Opportunities
Always be skeptical about permanent life insurance products, but keep in mind that some can represent huge opportunities for saving on your taxes today and estate taxes tomorrow.
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1 Feb 2023
Short Term Risk: Why It’s So Important To Your Long Term Financial Success
If you have a good plan in place for the short-term, you are in great shape to invest the rest for the long term, and in pursuit of higher investment returns.
If you would like more information on how we can help you, please visit our website: www.palmerstongroup.com
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26 Jan 2023
Fortifying Your Estate Planning in these Politically Divided Times
In financial planning and estate taxes, it's important to recognize that the rules of the tax game are neither stable nor predictable.
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11 Jan 2023
Financial Planning: Overcoming the Expertise Gap We All Face
If there’s complexity, practicing collaboration and tapping into diverse sources of expertise is how financial planning can add real value for you.
If you would like more information on how our Team of Experts approach can help you, please visit our website: www.palmerstongroup.com
For a more in depth look at this issue, go here to learn about the Strategic Financial Planning underservice gap. https://palmerstongroup.com/underservice-gap/strategic-financial-planning-for-business-owners
28 Dec 2022
Planning Your Retirement Income: Why Sequencing is So Important
With the passage of the Secure Act in 2019, smart sequencing of your retirement income can mean lower taxes and more wealth for you, your family, and charity.
If you would like more information on how we can help you, please visit our website: www.palmerstongroup.com
If you would like to learn about this expertise gap, follow this link: https://palmerstongroup.com/underservice-gap/integrated-estate-and-retirement-planning
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20 Dec 2022
Long Term Care Insurance: Why Are So Many Insurance Products Costly and Mediocre?
Big premium increases, exploding health costs in old age, and gaps in coverage means you need to be smart when considering long term care insurance.
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12 Dec 2022
Long Term Care Expenses: Understanding Your Financial Risk
With increasing Long Term Care costs, financial portfolios that otherwise might ensure an enjoyable retirement can face dangerous depletion. Many married couples will face five or ten or more person years of long term care expenses, and that represents a huge threat to their finances.
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