What is the Difference between a Broker and an Investment Advisor?
[vc_row][vc_column][vc_column_text]A Broker acts as an intermediary between an investor and a securities dealer and is compensated through commissions. By law, a broker […]
Norris Financial Group 401k Advantages
[vc_row][vc_column][vc_column_text]Norris Financial Group® offers Advantages of plan sponsors and participants that can’t be found anywhere else. INDEPENDENCE Norris Financial Group® is an […]
Retirement Plan Is Key to Confidence, Survey Finds
[vc_row][vc_column][vc_column_text]Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or […]
Exchange-Traded Funds: Do They Belong in Your Portfolio?
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and […]
The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building […]
Saving for College
There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and […]
Setting and Targeting Investment Goals
[vc_row][vc_column][vc_column_text] Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money […]
Should You Pay Off Your Mortgage or Invest?
Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a dream that many […]
Inflation and Bonds: The Ups and Downs
The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because […]
What is Active and Continuous Management?
By definition, active and continuous management means the advisor is overseeing accounts with regular and ongoing supervision. It also means the accounts […]
Additional Details of our Investment Practice
In our investment practice at Norris Financial Group®, accounts are supervised daily. Performance is measured daily in house and reported to the clients […]