by Watermark Admin | Oct 1, 2015 | Uncategorized
By Nathan Carmany This weekend my family took a wonderful trip to a state park. We hiked, laughed and played games while enjoying our time with each other. Later, as we tried winding down, my two-year-old found her second wind and discovered the joys of jumping on...
by Watermark Admin | Sep 11, 2015 | Uncategorized
By Nathan Carmany How often does one find the need to balance financial priorities; college or retirement, emergency fund or the family vacation? Rarely, does an opportunity come through the tax code similar to what a Health Savings Account, HSA, provides. As it...
by Watermark Admin | Sep 1, 2015 | Uncategorized
By Nathan Carmany The third quarter is coming to a close in a few weeks and soon people will start asking where the year has gone. Considering the recent market volatility, people will start wondering where their portfolio returns have gone or where will they come...
by Watermark | Aug 26, 2015 | Uncategorized
For most, summer is a good time to take a break and enjoy some great weather and time outside. But we can’t help but notice that when August rolls around, it’s like the last chance to squeeze in a few things before Fall comes and the weather cools off, but...
by Watermark | Aug 24, 2015 | Uncategorized
Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any...
by Watermark Admin | Aug 21, 2015 | Uncategorized
By Nathan Carmany As a college graduate from the class of 2000, I was fortunate enough to limit my total student loan borrowing to $2500 through a combination of grants, and academic scholarships, and living at home. Today, the average student is not the benefactor...
by Watermark | Aug 5, 2015 | Uncategorized
By Nathan Carmany Frequently, people will ask for help answering the question if a lump sum or annuity payments should be chosen when a pension fund offers a buyout. While the topic has been examined in many blog posts, articles, and other financial media, here we...
by Watermark Admin | Jul 27, 2015 | Uncategorized
Our friends at Dimension Fund Advisors chime in on how investors should behave and react to financial crisis, specifically like the one currently happening in Greece. Click on the below to view this 3 minute video.
by Watermark Admin | Jul 20, 2015 | Uncategorized
As bond market volatility increases, analysts are heightening their watch on Federal Reserve commentary. Turn on any financial channel and see how long it takes to hear the word Fed or Federal Reserve. While many of the organizations provide insight (with no lack of...
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