Welcome to Alexander Wealth Advisors, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. David Alexander, CPA created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
NEWS RELEASES
David B. Alexander, MST, CPA/PFS, CFP® has been named a 2011 Massachusetts FIVE STAR Wealth ManagerSM
This distinction is only awarded to wealth managers who have scored highest amongst client and financial services industry professionals Read more...
1st Global Engages Dr. Art Laffer as Economic Advisor
Dr. Arthur B. Laffer, “Father of Supply-Side Economics” and inventor of the Laffer Curve, has been engaged as an economic advisor to 1st Global’s Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global’s executive management team. Read more…
1st Global Engages Dr. Harry M. Markowitz as Consultant and Advisor
Dr. Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory (MPT), has been engaged as advisor to 1st Global’s Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global’s Investment Management Research Group (IMRG). Read more...
Our Beliefs About Investing
It is an undeniable truth that the future is inherently uncertain…1st Global’s purpose is clear: to help the clients of our partner firms honor the important promises they make. Read more…
What do your children know about building wealth? Few young adults fully understand how wealth can be built.That's a shame. Decades from now, many will wish they had started planning to amass wealth earlier in life. How can you encourage your children to start that process? Read more...
1st Global’s Sustainable Income Solutions™ represents realistic answers and a clear-cut process to combat the complexity of generating enough income for life. Creating sustainable income is an integrated process; therefore, Sustainable Income Solutions™ requires extensive interaction and conversation between you, your loved ones and an advisor who understands how to address this retirement income planning problem. Read more...
BUY HIGH, SELL LOW?
That's something experts would never suggest...yet that's exactly what many investors do when the market gets rocky. Instead of buying low as the market dips, they sell. And instead of selling high, they ride the emotional roller coaster to the bottom and then sell when they are most fearful.
I know it's tough being invested in a volatile market like this; I'm invested in it, too, and I share your pain. However, I am convinced that buying low and selling high is still one of the best ways to help accumulate wealth, and current market conditions present opportunities to do this.
Click here to view "The Emotional Rollercoaster," a relevant chart from John Hancock Funds. I like it because it's simple, but realistic.
Where are you on the emotional roller coaster today?
Please call me to discuss where you are today, where you hope to get to, and ways I can help.
For more information about our tax services for individuals and businesses please visit www.dbalexander.com
