Pursuing a better investment experience
How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life?
Dimensional founder David Booth shares his perspective on the value of professional advice. In an uncertain world, the right financial advisor can help you determine the best overall investment approach.
French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged otherwise, it would not quote this price, but another price higher or lower.”
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve.
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause.
The holiday season is supposed to be about good cheer. Given the economic news, you might think investors would have plenty to be cheerful about.
At the end of every year, mutual funds distribute capital gains and dividends. Looking at any part of the portfolio in isolation can cause confusion, and this is especially true when reviewing account statements around distribution dates.
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
On August 22nd of this year we marked the longest bull market in United States history – 3,453 days (since March 9, 2009).
Top 150 Investment Firms In the United States
Since 2010, Siena has been nationally recognized on the list of 150 Top CPA Wealth Advisory Firms in the United States by Assets Under Management by Accounting Today magazine. Siena is included in the “100 Million Plus Club” classification on the list. We are one of only five investment advisory firms in Michigan on the 2018 list.
What makes us different
Fee-Only, Fiduciary Advisors
Our highly educated and experienced advisors provide fully integrated and individualized investment solutions. These solutions are implemented in a completely independent environment free of conflicts of interest, i.e. commissions.
Integrated Financial, Tax, Estate and Business Advisors
Siena Wealth Advisors develop individually designed long-term strategies for your entire financial, tax, estate and business matters.
Siena REtirement Plan Services
Siena retirement plan services helps businesses run their retirement plans differently. We place your success above all else. Put your employees' retirement goals within reach.
The Siena Advantage
Maximizing tax efficiency is essential. Siena develops strategies and focus fund selection to maximize deferral of capital gains and reduce your annual tax exposure.