Financial Advisors learning to embrace Artificial Intelligence

By Daniel Wood |Investor’s ColumnJuly 3, 2017 Financial Advisors learning to embrace Artificial Intelligence ​ Investopedia defines robo-advisers as digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. A typical robo-adviser collects information from clients about their financial situation and future goals through an online survey, then uses the data to […]

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What financial information should I be paying attention to?

Generally speaking, my experience has been that successful investing is goal-focused and planning-driven, while most of the failed investing I’ve observed has been market-focused and performance-driven….

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Quarterly Market Review 2017 Q1

If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.” There was the usual stream of global news. To name a few highlights:U.K. Prime Minister Theresa May signed Article 50, officially starting the two-year clock ticking on a U.K. Brexit by March 29, 2019.The U.S. inaugurated President […]

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Confidence in future economic strength is on rise

Our country is still recovering from the Great Recession almost 10 years ago, but look no further than our historically low interest rates and you will find evidence of the lengths that our officials have gone to spur economic activity.

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Investment Mistakes to Avoid in Retirement

“With great contests, we tend to expect the most clever move will dictate the outcome – though more often than not, it is the bad move that determines the match.” – Anonymous Chessmaster

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Quarterly Market Review Q4 2016

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Announcing Shoreline Financial Partners

​Area financial management firms merge to create Shoreline Financial PartnersSherrill Wealth Management and Wood Investment Management join forces to provide expert, client-centered care

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Pricing Long Term Care Insurance

There are four primary determinants that I will address: Which company, What type of policy, the Owner’s personal factors and how much coverage.

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Quarterly Market Review Q3 2016

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Five Simple Ideas for Tax Efficient Investing

If you believe, as I do, that the next five years may produce lower returns, then managing frictional costs becomes even more important.

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