Blog

Three Budgeting Red Flags

When meeting with clients to discuss their finances, budgets usually get brought up. I’m often asked, “Am I doing anything glaringly wrong?” It’s a fair question and we all have these thoughts at...

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Five ways to utilize your tax refund that your future self will thank you for

You’ve filed your taxes and the return just hit your bank account. Now what?

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2018 Fourth Quarter Update

CAPITAL MARKETS SUMMARY

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A Discussion on Culture with Castle & Associates

Last week marked the last of a three-part series of round table discussions hosted by TS Prosperity Group and Castle & Associates, American Family Insurance. The series discussions were focused on...

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Butcher vs Registered Dietician

I am often posed the two following questions, “why TS Prosperity Group” and “what sets you apart from my broker?” Those are great questions, and to answer I first have to tell you a story.

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Performing a Portfolio Analysis Solution

If an investor is equipped to know the expected return, standard deviation, and downside risk of an investment or portfolio of investments, they have the ability to make much more intelligent...

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The alternative to hidden investment fees

In the first three installments of this blog series on Hidden Fees, we covered advisor fees, mutual fund fees, and performance fees. After reviewing the different types of hidden fees, it raises...

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The Third Investment Dimension - Downside Risk

If you missed the explanation of the first two dimensions of of three-dimensional investment risks, you can read about the first dimension - return - here, and the second dimension - standard...

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2018 Third Quarter Update

CAPITAL MARKETS SUMMARYInvestors across all sectors continue to remain on edge after another volatile quarter comes to a close. Several factors have contributed to the perceived skittishness,...

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What exactly is an investment performance fee?

Investment advice is already complex enough to many, so adding a discussion on fees can make heads spin for the everyday investor. While there should be disclosures explaining your fees, you may...

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