Art

Are you missing the big picture?

Do you have a strategy?

Having trouble setting goals?

Worried you’ll outlive your money?

What would you do if you had more free time?

Are you invested for retirement?

Do losses keep you awake at night?

How much is enough?

Are you ready for retirement?

How much risk should you take?

Will your estate be devastated by taxes?

Why is asset allocation so critical?

Going through a difficult transition in your life?

Is your asset mix right for you?

How do you get a fair settlement?

Are your documents in order?

Do you have to give up your pension?

Should you keep the house?

If you had more money what would you do?

How can you minimize your taxes?

How would you define “risk?”

Will your family be OK?

Are you prepared for disaster?

Do you have a fear of being audited?

Making the same investment mistakes over and over?

When are you happiest?

Are your emotions affecting your investment decisions?

What keeps you up at night?

What does retirement mean to you?

Do you know where your money goes?

Are you fearful of making an expensive mistake on your taxes?

Having trouble deciding when to buy or sell investments?

Unsure about your rate of return?

Tempted to make investments that aren’t part of your “plan?”

When is the best time to sell an investment?

Have your investment goals changed over time?

Which of your current responsibilities would you like to give up?

What do you value most in life?

What have you always wanted to do?

Resources

Welcome to the Aequus Resources page, a place where you can find hand-picked financial news, tips, articles and information. Each week we will carefully select insightful resources you can use to enhance your financial knowledge and decision making. You will find our current list of resource categories in the sidebar on the left side of this web page.

This new area is, obviously, a work in progress, but ultimately it will include an array of financial links, resources, audio and video offerings, and much more.  Simply click on the title of your choosing to see the current offerings available. We plan to add new categories periodically, so please let us know if you find one of the resources here particularly helpful, or know of compelling content that you think should be included on this page.

The Aequus Team