Our Blog
An Investment Advisor from the Old School.
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Protect Yourself from Financial Abuse
As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing concern: financial abuse. It’s estimated that nearly $3 billion is stolen each year through financial exploitation, and this figure may be low. While financial abuse certainly affects older adults,
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: “Will your traditional IRA cost you thousands in taxes?” The financial planner asking this question suggested he could help convert your traditional IRA into a ROTH IRA and eliminate future taxes. This certainly sounds intriguing, especially when he added: “You don’t know how much of the money
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Celebrating 20 Years (so far) with Barry Dunaway
I met Barry Dunaway in the fall of 1984 at a dinner meeting of financial analysts. Another analyst had pointed him out and had remarked about Barry’s talents. During the next decade, I was impressed with Barry’s deep financial knowledge, and more than a little intimidated by his centered focus on investing. Barry had grasped
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Rule #1: Risk and Return Are Always Related
Note: A client recently mentioned hearing about an investment that promised a high rate of interest with what he thought was low risk. Here is a message I sent to our team. From time to time, clients get frustrated about “Rule #1″ – risk and return are always related. They wonder why we would hold
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Welcome Drew Holloway!
We’re pleased to let you know that Andrew (Drew) Holloway has joined our team at America First Investment Advisors, where he will serve as our Controller.
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Market Turbulence
For those of you accustomed to flying in the Midwest, you know that turbulence can happen during any flight. You don’t know when it’s going to happen, or even if it will happen during a trip, but it’s not an uncommon experience. A similar thing is true about investing. Turbulence in the form of market