Skip to main content
menu
  • Home
  • About
    • About Us
    • Meet Our Team
    • Our Process
    • Our Philosophy
  • Our Services
    • Financial Planning
    • Investment Planning
    • Retirement Planning
    • Estate Planning
  • Resources
    • Documents
    • Blog
    • Market Insights
    • Events
  • Contact

Blog

Robert Phelan, CFA, GARP | Oct 17, 2022

Why some Family Hedges Funds become Registered Investment Advisors?

Investments
Risk Management
Why consider a Financial Advisor rather than a Hedge Fund
Read More
Robert Phelan, CFA, GARP | Sep 22, 2022

How agile is your financial plan in bear markets?

Investments
Risk Management
Asset allocation is the key to driving investment returns.
Read More
Robert Phelan, CFA, GARP | Sep 16, 2022

What sectors of the S&P500 should be active now?

Investments
Risk Management
Given that we are in a bear market, it matters what sectors are most active.
Read More
Robert Phelan, CFA, GARP | Sep 10, 2022

The Harvard Endowment revises their asset allocation annually. What lessons from their approach could apply to Family Wealth Management?

Investments
Learn how dynamic asset allocation with ongoing oversight and active management may be beneficial.
Read More
Robert Phelan, CFA, GARP | Sep 8, 2022

Do you have a passive, flexible, or active financial plan?

Investments
Retirement
If you currently have a financial plan, do you know how it is being managed? Learn why an active financial plan may help you achieve your financial goals.
Read More
Nicole Phelan | Apr 23, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Nicole Phelan | Apr 23, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Nicole Phelan | Apr 23, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More

Connect with us

 

Book a Meeting

813-436-3600
info@cfadvisor.com

Book a meeting ›

Questions? Send us a note

© 2023 Concierge Financial Advisor All rights reserved.