The Strategic Financial Alliance
SFA Advsior, Lewis Walker, shared advice on uncovering your strongest skills and using that knowledge to create valuable goals in a Forbes article entitled “What The Big Bang Theory can Teach us about Career Planning”. To read the full article click here.
SFA Advisor, Lewis Walker, authored the cover story for the December, 2018, issue of Journal of Financial Planning entitled “Future Trends: Generational Realities and the Growth of Our Profession.” Click here to read the full article.
In light of the possibility of Tesla going private, SFA Advisor, James Gambaccini, with Acorn Financial Services, discusses the profile of the typical Tesla investor in this CNBC article.
Contributed by: Lewis J. Walker Inflation does a number on your wealth. Time was that having $1 million meant you were rich. Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., explains what you can do to combat a wealth shortfall: A report from Boston Consulting Group focused on the growing global wealth gap.…
Contributed by Lewis J. Walker, CFP® Bloomberg News (6/17/17) covered a report from Boston Consulting Group on the growth of the global wealth gap, “most notably in the U.S.” Worldwide roughly 18 million households control more than $1 million or more in wealth, representing the top 1% of the global population and holding “45% of…
Contributed by Lewis J. Walker, CFP® A survey from HomeServe USA cited by MarketWatch and New York Post, April 5, 2017, painted a grim financial picture for many Americans. About 19% of those surveyed had zero dollars set aside for emergencies; 31% had less than $500 available to cover unexpected expenses. Debt is one factor.…
Contributed by Lewis J. Walker, CFP® Writing about the death of Roger Ailes, Jenny Stanton, Dailymail.com, referenced the 2013 biography, Roger Ailes Off Camera by Zev Chafets. Ailes was a controversial political consultant who became a master of television news and opinion. He passed away on May 18, 2017, just after his 77th birthday. Roger…
Contributed by: Lewis J. Walker, CFP® Planning for higher education expenses looms large for those with potentially collegebound children. Ditto for college graduates and adults seeking postgraduate education and skill upgrades. A May 2017 article in Delta Sky magazine, “Higher Education in the Fast Lane,” by Leah Ingram, noted trends offering “a better education more…
Contributed by: Lewis J. Walker, CFP® The phone interview lasted an hour and raised interesting questions. The gentleman was gathering ideas for his thesis at Creighton University in Omaha, Nebraska, the subject dealing with the question, “Does spirituality play a role in financial life planning?” When you think about a financial planner, you tend to…
Contributed by: Lewis J. Walker, CFP® The question asked by the client seemed simple enough. “How do you define ‘high net worth,’” he wondered? Net worth may be defined in subjective terms, as may be wealth. The Greek philosopher Epictetus proclaimed, “Wealth consists not in having great possessions, but in having few wants.” Financial services…