Out of nowhere, equities entered a bull market on June 8th after exiting a 248-trading-day bear market (its longest since 1948). Here are 3 things you need to know: The Nasdaq Composite surged 32% through the end of June, its best first-half performance in 40 years, far outpacing the Dow Jones Industrial Average, which gained 4%, and the S&P 500, which rose 4.5%. Three-month U.S. Treasury...
By: Braden Priest, CFA®, Retirement Plan Consultant Hiring the right advisor for your company's retirement plan is one of the most critical decisions you will ever make as a plan sponsor. Many brokers and retail wealth managers dabble in retirement plan advisory services, but putting your plan in the hands of a non-specialist advisor can lead to expensive plan corrections, penalties, and poor...
Don’t be fooled if you’re told the labels “Advisor” and “Broker” are roughly synonymous. The differences between these two terms are broad and very important. Here’s why: Fiduciary Status – Brokers must act in the best interest (“best interest” standard) of the client at the time the recommendation is made (this is more of a transactional relationship), and the broker needs to take into...
BFSG’s CERTIFIED FINANCIAL PLANNER™ professionals, Michael Allbee, CFP® and Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series. For the “Investment World” session, Mike and Paul focused on how the investment world gets compensated. Learn the differences between brokers versus advisors, what does the word “fiduciary” mean, how to find an advisor,...
BFSG’s CERTIFIED FINANCIAL PLANNER™ professionals, Michael Allbee, CFP® and Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series. For the “Investment World” session, Mike and Paul focused on how the investment world gets compensated. Learn the differences between brokers versus advisors, what does the word “fiduciary” mean, how to find an advisor,...
Congrats to Tina Schackman, CFA®, CFP® for her selection as one of NAPA’s top women advisors for 2022! She’s been named to the “Captain” category – All-stars who are principals of their organization. We are so proud of you Tina! Click here to view the Top Women Advisors: Captains (2022) NAPA list. This year, as in years past, nominees—more than 500 of them—were asked to respond to a series of...
Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory (RIA) firm serving both institutional and individual clients, is pleased to announce it has been ranked for the third consecutive year in Financial Advisor’s (FA) magazine. “We are thrilled to be counted among the nationally ranked Registered Investment Adviser’s by FAMagazine for a 3rd year in a row,” said...
Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory firm serving both institutional and individual clients, is pleased to announce it has been ranked in Barron’s “Top 100 Institutional Consulting Teams” for 2022. The Barron’s listing can be seen here. “BFSG serves as a fiduciary with every client and provides written acknowledgement of our fiduciary status....
Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory firm serving both institutional and individual clients, is pleased to announce it has been ranked in Barron’s “Top 100 Institutional Consulting Teams” for 2021. The Barron’s listing can be seen here. “BFSG serves as a fiduciary with every client and provides written acknowledgement of our fiduciary status....
Like all things in life, retirement planning has many aspects to it and a few items we can control but most items are beyond our control. To help remove some of the stress of retirement planning, we would like to help reframe the way that you look at retirement planning. Looking at the chart below it breaks down the most important factors that impact your retirement and are broken into three...
When there is so much liquidity sloshing around the system, Wall Street always comes up with a way to capitalize with a bit of financial engineering. The latest soup de jour is a special purpose acquisition company (“SPAC”). A SPAC is a “blank check” company that raises money in an Initial Public Offering (“IPO”) to merge with a privately held company that then becomes publicly traded as a...
Using a Health Savings Account (HSA) is a prudent financial decision that many Americans overlook or simply do not understand. One of their primary benefits is that contributed funds do not run out each year like a medical savings account. Instead, unused funds roll over each year and can be used for future medical expenses. This feature creates a unique planning opportunity to help cover future...
BFSG is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C....
Tailor portfolios to your needs and goals.
Investing and saving wisely is vital to success in retirement.
Navigating the complexities of your financial affairs can be simplified.
Help to increase the amount you “take home”.
Protect your loved ones and make sure your legacy endures.
Simplify the many options and decision points of executive compensation plans.
Confidently plan for your children’s future.
Give in a tax-smart, simple way.
*Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
California Office (Headquarters)
Wealth Management & Institutional Services
2040 Main Street, Suite 720, Irvine, CA 92614
Arizona Office
Wealth Management
1643 E. Bethany Home Road, Phoenix, AZ 85016
