360 Financial Partners

We had a great time last month supporting the Fore The Kids Golf Classic at The Daniel Island Club!

The Federal Reserve is consistently in the spotlight, especially during uncertain economic times. The video below gives a good explanation of how it was founded and what its objectives are. Please reach out if you have concerns about how Fed policy effects your financial plan.

The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.

Unfortunately, the cost of college continues to increase every year. There are many different strategies our clients utilize to meet their education planning goals. The video below does a great job explaining the different vehicles available to invest for college. Please feel free to reach out if you have questions about your plan.

Saving for College 101 Here’s a crash course on saving for college.

Inflation is real and it is here. The video below is an excellent reminder of why we need to build inflation into our financial plans, and make sure our investments are outpacing inflation. Please reach out if you have concerns about the allocation of your portfolio, or the success of your plan.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

One major advantage of investing in 401k's or IRA's is deferring taxes while your portfolio is growing. The video below offers some good examples of what a difference tax-deferral can make. Please give us a call if you would like to discuss your retirement strategy.

The Power of Tax-Deferred Growth Why are 401(k) plans, annuities, and IRAs so popular?

Once you have a financial plan in place, the most important strategy is sticking to your plan. Far too often, we see people want to deviate from their plan during various market cycles. This video is an excellent reminder to stay disciplined and patient.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable giving is something that is important to us at 360, and a key component of many of our clients' financial plans. This short video gives a few tips on things to consider before donating your money to causes that are meaningful to you.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Where is the market headed? We get asked this question with a high frequency during volatile times like the ones we face right now. We find the best way to address the volatility is to have a long-term plan.

https://www.360fp.com/resource-center/investment/where-is-the-market-headed?

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Can skipping your morning latte really make a difference in creating wealth? Where did the expression "a penny saved is a penny earned" come from? This quick video discusses those questions and other investing myths.

https://www.360fp.com/resource-center/money/the-latte-lie-and-other-myths

The Latte Lie and Other Myths Do you know these three personal finance sayings?

Inflation can have a very real impact on your ability to retire when you want to, as well as the lifestyle you want to lead in retirement. Feel free to give us a call if you are concerned with the impact inflation can have on your plan.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

Death & Taxes: Two of life's guarantees. Each require proper planning and strategy, yet many people unfortunately neglect one or both. Protecting your loved ones is an essential component of our 360° Method. Please let us know if you'd like us to review your plan. We are here to be a sounding board for you and those you care about.

The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?