Latest Posts

The Hidden Risk of Commission Based Investment Sales

by Timothy Guthrie on Oct 5, 2017

education, fee only, commission based

When sitting down with an “investment professional” (hereafter referred to as ‘IP’), folks understand that the person across the desk, needs to be compensated something. Additionally, the IP’s firm has overhead, and keeping the doors open is expensive. You understand this principle is universal: The bagel shop sells you a bagel for $1.95 because their rent is $7,000 and month, the tire shop charges $900 for four new tires because the tires wholesale for $110 each and the new building cost $5.4 million.

Bullseye Investment Management, LLC August Client Newsletter

by Timothy Guthrie on Sep 7, 2017

Newsletter

I will discuss recent account rebalancing, but first:
Housekeeping issues:
 
#1 I have a new office.  Since I sold the Mt. Orab office I have mostly worked from home, and I had a small office on Beechmont to hold some client meetings.  My new office is still on Beechmont Avenue, but it is in a more convenient location, the CMC office building.  Further, I plan to keep regular hours there, instead of primarily home officing. The address is:
 
4030 Mt. Carmel Tobasco Rd Suite #113 Cincinnati, OH 45255
 

Calculating Retirement Savings: How to Add Up Your Financial Future Success

by Timothy Guthrie on Sep 7, 2017

Retirement
How much money do I need to retire? This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an easy answer. Understanding what your optimal retirement savings are means peace of mind in your golden years.

How To Hit Your Savings Goals

by Timothy Guthrie on Sep 7, 2017

Savings

Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track. But how do you ensure your financial goals become reality in your lifetime? There are a few basic steps that you can take towards living your dreams!