3Q 2020 Investor Letter
2Q 2020 Investor Letter
1Q 2020 Investor Letter
4Q 2019 Investor Letter
Active or Passive
Thoughts on Negative Interest Rates
Mutual Fund Confusion
The Secure Act
The Cares Act and You
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Ford Wealth Management is an independent financial services firm committed to the long-term financial success of its clients. We partner with individuals and families to design and implement customized investment, financial and wealth plans. We also work with businesses and not-for-profits to identify and implement strategies for their qualified plan (e.g. 401(k)) and investment needs.
We encourage you to explore our site and learn more about our staff and the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (630) 545-2800. We look forward to hearing from you.
We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Meet our team.