Before Hiring an Advisor, Check Item 11 on Their ADV

It is Critical to Watch Your Back March 30th was an important date for investment firms like BeManaged. Each year, we are required to file what is called a Form ADV. According to the SEC:   Before you hire someone to be your investment adviser, always ask for, and read carefully, both parts of the…

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The Incredible, Levitating S&P 500

April 2016 – The Incredible, Levitating S&P 500 After a rough start to the year, the S&P 500 rebounded in March erasing prior losses and turning in a 1.3% gain in the first quarter. As you see below this measure of stock market returns has increased 11% during last three and five year periods, significantly…

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2015 Ends as a Wash for Investors

January 2016 After All the Twists and Turns, 2015 Ends as a Wash for Investors But That Should Not Impact Your Savings Strategy Whether you look at the returns by different types of investments shown on the right, or just take a peek at your retirement account statement when received, you know that last year…

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BeManaged Holiday Hours

It has been another blessed year in serving our clients and we look forward to the new year. We are giving our team a much-deserved break over the holiday season and will be closed the following days: Christmas Eve & Christmas Day New Year’s Eve and New Year’s Day We hope you and yours have…

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2016 401k & IRA Contribution Limits

2016 IRS Contribution Limits The 2016 IRS 401k contribution limits were announced and there is nothing significant changing from the 2015 limits. Below are the limits that affect most investors. Click to Read More Details at 401khelpcenter.com

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Fall 2015 Newsletter

Market Volatility and Investor Behavior The significant downside volatility in world stock markets during the third quarter of this year reminds us of one simple fact: No one knows what the market is going to do next. Investors need to prepare ahead of time, in both their portfolios and their mindsets, for likely market behavior.…

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Keep Your Credit Score in Perspective

A credit score is important. It can be used when you apply for a new job and anytime you are looking to borrow money to finance a purchase (home, car, etc.). However, I have heard some people use their credit score almost as a defensive response to a poor financial picture as, “But my credit…

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Investment Policy Statement – A Financial Blueprint (as seen in USA TODAY)

An often overlooked feature of our BeManaged advice services is the Investment Policy Statement (IPS) that each of our clients receive after enrolling in our service, along with an annual update that includes performance reporting, fee transparency and information on their retirement readiness. We were given an opportunity to comment on the importance of IPS’s recently…

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Jay Jandasek Passes Level II of Chartered Financial Analyst Exam

We want to congratulate Jay Jandasek for passing Level II of the Chartered Financial Analyst (CFA) exam!  It is an incredible accomplishment and we were very relieved (for the sake of Jay’s stress level) that he passed. Fortunately, he has a few months to relax…before beginning to study for Level III. Congratulations Jay! “The Chartered…

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