investment

Family Business
Finding the Right Amount of Family Business Conflict
800 500 Fischer Financial

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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Investment Update: Why actively re-balancing portfolios has been the priority
590 272 Fischer Financial

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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Now is the time: Review your Estate Plan
599 162 Fischer Financial

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…

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COVID-19: What Fischer Financial would like you to know
150 150 Fischer Financial

Since 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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Fischer Financial Services newsletter
November News
609 583 Fischer Financial

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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Is your family prepared to inherit?
1024 667 Vern Fischer

Has your life changed since your last will update? It could be time to update your estate plan. In our continuing efforts to prepare you for retirement and a well-considered…

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Is your Life Insurance Enough?
800 550 juliepower

“I recently had the unfortunate task of processing a death claim for the surviving spouse of a group plan client.  As if this situation isn’t sad/difficult enough, I discovered that…

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Family Business? Tread with Care.
150 150 juliepower

Thinking about going into business with family? or already are in one? You know there will be pros and cons. The pros in most cases outweigh the cons but if…

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What does Budget 2018 has in store for business owners?
800 550 juliepower

By: Vernon Fischer Budget 2018 is an expensive increase for business owners who are using their companies to help fund their retirement and/or saving for other uses. The last two…

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A Long Term Investment Philosophy Works
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Here is a great article on Investment from QV Investors that will offer insight into why long-term philosophy works. Take Some Time: For many, the Labour Day long weekend marks…

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