Magnus Financial Group LLC provides personalized services to clients, including existing and emerging high net worth individuals, families and businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution planning and estate preservation. CEO Michael S. Schwartz, was named by Financial Times to its 2017 FT 400 Top Financial Adviser List.
What are the core components of a financial plan?
Alice came to a fork in the road. “Which road do I take?” she asked. “Where do you want to go?” responded the Cheshire Cat. “I don’t know,” Alice answered. “Then,” said the Cat, “it doesn’t matter.” It may be a memorable scene from the make-believe world of Alice in Wonderland by Lewis Carroll, but […]
How can you take your business’ retirement plan to the next level?
"In the game of retirement planning, there is no hole in one. However, adding a QRP can help your business recruit, retain and reward employees." SPONSORED CONTENT
What are five key risks of investing?
"For any contract, there’s always a risk to each party that the counterparty will not live up to the terms."
What should you be mindful of in the current economic cycle?
Investors call it fear. We call it an opportunity. Market cycles—the peaks and troughs of the economy—are nothing new. Since 1854, the markets have gone through 33 different business cycles, or about one every five years.1 Often these cycles reflect fear and greed, the dual paths walked by bulls and bears in the same forest of […]
