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Newsletter Reprint March 2020
The following newsletter was originally sent to email subscribers on March 27, 2020. If you would like to receive my email newsletter once per quarter, please sign up…
4 min read
How to Replicate Vanguard Personal Advisor Services Investments and Save Money Every year
I want to show you how to replicate the Vanguard Personal Advisor Services investments with another Vanguard offering, possibly saving you thousands of dollars per year. There is…
4 min read
Long Term Care Insurance Protects Healthy Spouse’s Lifestyle
In February, I attended two days of insurance training in Clearwater Beach, Florida. I don’t sell insurance, but part of creating a comprehensive financial plan is understanding if clients are fully covered by…
4 min read
Low Volatility ETF Performance in 2020 (USMV, SPLV, VFMV)
There is a class of stock funds marketed as being “less risky” than the general market. They are called low volatility or minimum vol. ETFs. I will…
4 min read
Transitioning Into Retirement
Andrew Marshall Financial, LLC can help you plan your retirement, so you are able to make a smooth transition.
4 min read
How AMF Follows the CFP Board’s Financial Planning Process
Financial Planning Process The CFP board revised its Code of Ethics and Standards of Conduct effective October 1st 2019. Part of this revision was an update to the…
4 min read