FISCHER FINANCIAL SERVICES
It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can…
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The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and…
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Life insurance-based strategies can help you if you’re a business owner, if you’re trying to build a sizable estate, or if you want to help preserve that estate. This report…
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Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts…
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We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their…
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Being a family enterprise advisor (FEA) allows me to work with business families in a special capacity as trusted advisor for the family. An area I see frequently is inner…
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We are actively re-balancing based on market circumstances. The following is an example of what we expect our portfolio manager partners to be doing for our clients: In late 2019…
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The COVID-19 pandemic is an unprecedented event. It’s giving us time to reflect on the importance of family — including giving our family the legal tools to help if and…
read moreSince the start of my career as a financial planner this is the 4th significant pull back in the financial markets. We recommend portfolio managers have a balanced, dividend strategy…
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Check out our latest newsletter! In this issue, we wanted to share a couple of new tools that we believe will be of great value to our clients, what we’re…
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