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What is Portfolio Rebalancing—and Why Should You Care?
> Over time, market movements shift your original investment mix. What started as a 60/40 stock/bond portfolio might now look more like 70/20/10, including alternatives….
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What Should You Ask During a Mid-Year Financial Plan Review?
Q: Why review your financial plan mid-year? A: Because plans aren’t “set it and forget it.” Life changes. Markets shift. Reviewing your plan helps ensure…
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Mid-Year Money Moves: 5 Rebalancing Questions to Strengthen Your Financial Plan
Q: What is portfolio rebalancing, and why does it matter? A: As markets move, your investment mix drifts. Rebalancing brings it back in line—so your…
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Ready to Retire? Here’s What to Do First.
1) Set Your Retirement Goals – When do you want to retire? – What kind of lifestyle do you want in retirement? “Comfortable” means something…
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4 Common Myths About Independent Advisors- Debunked
Myth #1 MYTH: “Independent advisors aren’t as secure as big-name firms.” FACT: Your money is held by trusted third-party custodians like First Clearing or…
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7 Mistakes People Make When Choosing an Investment Advisor
1) They Don’t Define Their Own Goals First. If you’re unclear on what you want—retirement security, tax efficiency, generational wealth—it’s hard to evaluate whether an…
Read the full article >How Investment Diversification Helps Protect Wealth
Did you know that investment diversification is one of the simplest ways to protect your investments from market swings? Think of it as *not putting…
Read the full article >2024 Tax & Contribution Deadlines
*Cottonwood Wealth Strategies does not provide tax or accounting advice. Content is for informational purposes only. Neither the information expressed in this content constitutes…
Read the full article >4 Reasons to Add Private Investments to Your Portfolio NOW
In today’s market, savvy investors are looking beyond stocks and bonds to build wealth strategically. Private investments offer unique advantages that can elevate your portfolio:…
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FAQs By Small Business Owners for Financial Advisors
Q: Do entrepreneurs use financial advisors? Answer: Entrepreneurs of all levels use financial advisors to manage cash flow, investment strategies, tax planning, and business growth….
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