Blog

Blog

How to Plan Your Wealth Management for Retirement   

Posted by Destiny Capital on Apr 12, 2017 8:00:00 AM

Goodbye tension, hello vacation! How we all wish that it would easier said than done when one wants to stop working and just retire. Wake up, read a book, drink coffee, or do any number of things, as long as you can just relax without having to think about money. You’ve worked all your life to pay your dues, isn’t it time to do just whatever you choose?

Read More

Topics: Planning, Wealth Management

Wealth Management vs. Financial Planning: What’s the difference?

Posted by Destiny Capital on Mar 6, 2017 8:00:00 AM

Financial planning focuses on the process of determining whether and how an individual can meet life goals and focuses a great deal on risk. In contrast, wealth management combines both financial planning and investment management.

Read More

Topics: Financial Planning

Wealth Management To-Do List for Business Owners

Posted by Destiny Capital on Feb 28, 2017 8:00:00 AM

You want to sustain financial stability for yourself and your business. As a business owner, you’ll not only have large challenges, but you also have more tools to use in your favor.

Read More

Topics: Planning

Planning for Divorce: Top 5 Divorce Financial Tips

Posted by Destiny Capital on Feb 20, 2017 8:00:00 AM

In preparing for the very challenging process of divorce, it's important to have a plan. However, before you can truly get started, you need accurate information from a source you can trust. While many going through a divorce will hire an attorney, this won't provide you with assistance in overcoming the unfamiliar financial hurdles you'll face. It's a common problem for couples going through a divorce. How will belongings be divided? Who will pay the bills? Is your retirement funded? Are things in place for your child's college fund? It's understandable to feel overwhelmed and anxious for what comes next.

Read More

Topics: Financial Planning

6 Steps For Planning Your Wealth Management and Financial Security

Posted by Destiny Capital on Feb 13, 2017 8:00:00 AM

Wealth management sounds like a fairly straightforward term, and in many respects, it is. For one thing, the phrase is all about managing your wealth. However, this type of management requires you to consider many factors. As an example, wealth management typically begins with planning around your income, incorporating smart credit usage and long-range planning and investing. Below, you will find money management tips and personal financial insights to help you get started.

Read More

Topics: Financial Planning

An Election Surprise

Posted by Destiny Capital on Nov 9, 2016 2:43:59 PM

Over the past year, we have discussed the presidential election with many of our client households. Our guidance has been consistent in that the impact of the election would be felt gradually over the next several years, regardless of the outcome. We now know that President-elect Trump won in a surprise.

Read More

Topics: Uncategorized

Data Mining

Posted by Steve Musick on Nov 1, 2016 8:00:40 AM

Numbers are just numbers; an organized collection of numbers becomes data. Part of our task is to invest time each day to sift through the volumes of data available to us as investment managers. We also regularly do a deep dive to thoroughly investigate both individual companies and investment company created portfolios. Our investment committee meets each week to compare notes from our assigned areas for analysis.

Read More

Topics: Uncategorized

How does real estate work as part of your investment portfolio?

Posted by Jarrod Musick on Oct 11, 2016 11:51:05 AM

https://www.youtube.com/watch?v=DYqczA9BTQA

Read More

Topics: Uncategorized

New Service Capabilities

Posted by Steve Musick on Oct 5, 2016 10:00:14 AM

Destiny Capital has contracted with a leading e-Signature vendor, which will allow us to use digital signatures on most of our documents. Beginning in January of 2017, most of our documents will be available for signature using the secured technology provided by DocuSign. This means that when you are signing forms during your annual review, you will be signing on a tablet screen rather than on paper. We will also be able to send you to a secured link via email to sign any documents that might be needed throughout the year.

Read More

Topics: Uncategorized

Long Term Care: Having a plan v. buying insurance

Posted by Destiny Capital on Sep 27, 2016 5:27:20 AM

https://www.youtube.com/watch?v=bFoA7aBVNS0

Read More

Topics: Uncategorized

Subscribe to Email Updates