360 Financial Partners
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We had a great time last month supporting the Fore The Kids Golf Classic at The Daniel Island Club!
The Federal Reserve is consistently in the spotlight, especially during uncertain economic times. The video below gives a good explanation of how it was founded and what its objectives are. Please reach out if you have concerns about how Fed policy effects your financial plan.
https://www.360fp.com/resource-center/investment/the-fed-and-how-it-got-that-way
The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.
Unfortunately, the cost of college continues to increase every year. There are many different strategies our clients utilize to meet their education planning goals. The video below does a great job explaining the different vehicles available to invest for college. Please feel free to reach out if you have questions about your plan.
https://www.360fp.com/resource-center/money/saving-for-college-101
Saving for College 101 Here’s a crash course on saving for college.
Inflation is real and it is here. The video below is an excellent reminder of why we need to build inflation into our financial plans, and make sure our investments are outpacing inflation. Please reach out if you have concerns about the allocation of your portfolio, or the success of your plan.
https://www.360fp.com/resource-center/investment/inflation-and-your-portfolio
Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.
One major advantage of investing in 401k's or IRA's is deferring taxes while your portfolio is growing. The video below offers some good examples of what a difference tax-deferral can make. Please give us a call if you would like to discuss your retirement strategy.
https://www.360fp.com/resource-center/retirement/the-power-of-tax-deferred-growth
The Power of Tax-Deferred Growth Why are 401(k) plans, annuities, and IRAs so popular?
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1081 Johnnie Dodds Boulevard, Suite 100
Mount Pleasant, SC
29464
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 5pm |
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