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  1. Home
  2. Archived Blog
  3. January 2018

January 2018

You Invest with Us. We Invest in Our Clients.

Submitted by Robert Gordon & Associates, Inc on January 15th, 2018

If you have stepped into our office over the last few months you have seen the updates! New carpet, new paint, new lighting – and we’ve even taken out a few walls!! For those of you who visited in the midst of the renovation, we appreciate your understanding.

Tags:
  • Client Appreciation
  • Financial Planning
  • Renovation
  • Trust
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11 Important Things to Get Done Before You Die

Submitted by Robert Gordon & Associates, Inc on January 10th, 2018

Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is one of the most rewarding tasks you can undertake. You will feel an enormous sense of accomplishment when you complete your estate plan. You see, the state already has a will for you (sometimes referred to as the “intestacy” statute).

Tags:
  • Estate Planning
  • Financial Planning
  • Trust
  • Will
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Dollar-Cost Averaging and Reverse Dollar-Cost Averaging

Submitted by Robert Gordon & Associates, Inc on January 10th, 2018

Dollar-Cost Averaging

So, what is dollar-cost averaging?

     Dollar-Cost Averaging: The technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price.

            -Investopedia

Tags:
  • Diversification
  • Financial Planning
  • Fuduciary
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