Archive | March, 2013
Dollar Cost Averaging

Dollar Cost Averaging

How I learned this valuable technique Last year a lot was written about dollar cost averaging, an old school investment strategy. What I have found is that many investors don’t really understand what it means. So I thought I’d provide an overview in our series on investment basics. I’m also going to share how I […]

Read full story Comments are closed
tax savings

March – Get $ Fit Challenge

At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness in 2013. We are calling it the: 2013 “Get $ Fit Challenge” Each month I will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become […]

Read full story Comments are closed
Sara on Radio (3)

Legal Basics

Listen in as the Lake Norman Money Maven discusses Legal Basics with special guest Lauren T. Millovitsch from the Law Firm of Blanco Tackabery on a recent edition of Financial Strategies for Life. http://www.wsicweb.com/media/audio/preferred/01-15-2013-LegalBasic.mp3 Financial Strategies for Life, where we discuss everything financial, is also on the radio. Tune in every Tuesday morning from 8:00 – 9:00 […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.