November 1, 2015 — The Rule: At retirement, you should have 10 to 12 times your final salary in savings. The Verdict: Thumbs Up Along with Social Security, this should be enough to generate 70 to 80 percent of preretirement income for most people, says Charlie Farrell, chief executive of Denver-based Northstar Investment Advisors.
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We work with individuals and families to help them build portfolios to support their lifestyles. For our clients who are saving for retirement, we have an investment strategy focused on accumulating wealth. For those living off their money, we have a portfolio designed to provide distributions.
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October 19, 2015 — It’s a good goal to own a home and have a rent-free home to live when you retire. If you don’t, your cost of living is going up every year, but you’re not building equity.”
October 16, 2015 — "While there is never just one reason for market movements, we think that the growing involvement of government entities (in the U.S., Europe and Asian markets) has exacerbated the recent sharp and irrational market movements. We expect it will continue as central planners now feel compelled to play out the hands they dealt themselves."
October 7, 2015 — "The number of advisors who perform in-house research and select equities for their clients’ portfolios themselves is rapidly shrinking because of the time involved. Instead, many advisors have shifted towards picking managers and often have no idea what companies are in their clients’ portfolios because these portfolios are based on asset classes, not the underlying businesses themselves."
September 17, 2015 — "If anything this shows that we are a global economy and it is important what is going on in the rest of the world," said Fred Taylor, president and co-founder of Northstar Investment Advisors, LLC. "Ultimately what happened a month ago with the devaluation of the yuan in China is what triggered the correction, and when the stock market fell August 24, the Fed looked hard at that."
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