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Financial focus: What expenses will you incur when investing?

Iain Marshall

You invest so that you can achieve a variety of goals, such as a secure retirement. It’s inevitable, though, that you will incur some costs when investing, ranging from payments to a financial professional to costs of educational materials. So it’s a good idea to familiarize yourself with these expenses. If you work with a […]

No Comment / January 27, 2016 | Posted in Business Columns | Read More »

Financial Focus: What to look for from a financial advisor

Iain Marshall

There’s a lot to know about investing, so it’s a good idea to get some professional help. But with so many financial advisors out there, how can you choose one that’s right for you? You may have to interview several prospective financial advisors before deciding on one. When you talk to them, see if you […]

Comments Off / December 30, 2015 | Posted in Business Columns | Read More »

Financial focus: Maximize the benefits of your charitable giving

Iain Marshall

It’s certainly the season for giving — and when you make charitable gifts, you can both give and receive. To get the most out of your gifts, your first step is to make sure you are giving to a worthy charity. That means you’ll need to ask some questions. How does a group measure its effectiveness? […]

Comments Off / November 23, 2015 | Posted in Business Columns | Read More »

Financial focus: Avoid emotional investment decisions

Iain Marshall

What’s the biggest obstacle to your ability to invest successfully? Is it the ups and downs of the financial markets? Political events? The fact that you weren’t born rich? Actually, the chief hurdle you face is something over which you have control: your own emotions. Your emotions can lead to a variety of ill-advised investment […]

Comments Off / October 27, 2015 | Posted in Business Columns | Read More »

Financial focus: Beware of scary inhabitants of the investment world

Iain Marshall

In just a few days, witches, zombies and vampires will be converging on your house, asking for candy. As is the case every Halloween, you’ll likely be merely amused over the sight of these costumed characters. But in other areas of life, such as the investment world, you may need to watch out for some […]

Comments Off / September 23, 2015 | Posted in Business Columns | Read More »

Financial focus: No secrets to investment success

Iain Marshall

Many people look for the “secrets” to investment success. Is it timing the market just right? Is it finding those hot stocks or getting in on the “ground floor” of the next big thing? Actually, these types of moves have little relevance to the vast majority of investors — even the most successful ones. So […]

Comments Off / August 26, 2015 | Posted in Business Columns,Cameron Park Life | Read More »

What should you know about establishing a trust?

Iain Marshall

You don’t have to be a CEO or multimillionaire to benefit from a trust. In fact, many people gain advantages from establishing one — so it may be useful to learn something about this common estate-planning tool. Why would you want a trust? For one thing, if you have highly specific wishes on how and when […]

Comments Off / July 29, 2015 | Posted in Business Columns | Read More »