Fitzwilliams Financial

Are the fees you pay a financial advisor justified by the value they provide? 📈

In a recent Financial Forecast segment, Tim Fitzwilliams breaks down why net value is the true measure of an advisory relationship. He explains how taking a more tactical approach, such as weekly portfolio rebalancing and utilizing a Chartered Financial Analyst (CFA), may help optimize your strategy. An advisor should always be able to clearly explain the ongoing value they bring to the table.

Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk. Media appearances are for informational purposes only and do not constitute an endorsement.

Have you noticed the shift at the gas pump and the grocery store? ⛽️🛒

On this week's Financial Forecast on ABC13 NewsNow, Tim Fitzwilliams breaks down the recent 3.8% inflation report and explains how global events, specifically the Iran conflict, could be driving these costs. While increased global oil production might bring relief eventually, a prolonged conflict could push us toward an "energy cliff."

Because these are supply-side issues, you may want to keep a close eye on your personal budget and perhaps consider a "staycation" this summer to help navigate these shifting costs.

Catch the segment every Tuesday at 4 PM! 📺

Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk. Media appearances are for informational purposes only and do not constitute an endorsement.

Have you ever been told to use life insurance as a retirement strategy?

It happens more often than you might think and it's worth understanding how that conversation should go.

Life insurance could serve a role in a financial plan. But so could annuities, bonds, or market-based strategies. If you're approaching retirement with a strong savings base and need income security, there may be several paths worth exploring.

What should any good financial conversation include? Clearly explain every available option so you can decide what fits your life and your goals.



Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk.