Blog | Akin Investments | United States

Oct 3, 2019
3 min

Eye of the Storm

Those of you have read and followed this blog for years know that I've been writing and speaking about for a very long, long time... The race to the bottom of commission rates, no more customers man and more https://www.akininvestment.com/post/2018/08/21/disruptive-price-free https://www.akininvestment.com/post/2019/03/08/fintech-embrace-the-future https://www.akininvestment.com/post/2018/08/01/no-more-customers-man Advice in a Stormy Financial Sea Some of Stephen Akin’s jarg

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Stephen H Akin

Mar 25, 2019
1 min

Is your retirement plan on course?

There's still time to fund your 2018 IRA contribution and receive the Tax Benefit if you've not yet filed your 2018 return. Longer life spans and potentially lower investment returns mean you need to save more to cover your retirement needs. The exact amount you should be saving depends on your age and spending needs, but a good rule of thumb is to save at least 10% to 15% of your pre-tax income each year. As a Registered Investment Advisor my only interest is my clients succ

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Stephen H Akin

Jan 19, 2019
1 min

2019 Financial Checkup

Four must do items for a healthy financial life in this new year! 1) Review your investment plan. The beginning of each year is an excellent opportunity to closely evaluate performance. Rebalancing is important to maintain proper asset allocation. Risk tolerance is also very important. Investors tend to take on uncomfortable levels of risk in rising markets. When market volatility returns they realize that the hard way. 2) Review Retirement Account Contributions. Be sure that

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Stephen H Akin

Jan 1, 2019
1 min

Moving forward in 2019

The recent market activity has opened up some unique investment opportunities. I've been investing in financial markets since the early 1980's We always hear "It's different this time". As we move forward though time, experience new innovation and geopolitical change it really is different. Technical analysis and the study of the aerodynamics of markets provide navigational tools and insights as to when and where investment opportunities are. Markets always tend to go too

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Stephen H Akin

Dec 10, 2018
3 min

Year-end tax tips to boost your refund

Under the Tax Cuts and Jobs Act. Now, an individual will need total itemized deductions to exceed $12,000, the new standard deduction for individual taxpayers, up from $6,350. Married couples would need deductions exceeding $24,000, up from $12,700. Here are some of the best ways to lower your tax bill for 2018: Unload losers After the recent market downturn chances are you have some investments that lost value this year. You can use those losses to zero out capital gains, an

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Registered Investment Advisor Vs Stockbroker

Stephen H Akin

Oct 22, 2018
2 min

Registered Investment Advisor Vs Stockbroker

If you are like many people you may not be confident in making financial and investment decisions on your own. Enter the investment professional. There are two main categories of professionals who can help you: the Stockbroker and the Registered Investment Advisor. They differ in two ways, A) their level of responsibility to you and B) how they get paid. A stockbroker is an employee at a financial firm who is paid a commission based on what you invest. He/she is basically a s

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Stephen H Akin

Oct 10, 2018
1 min

Market per·spec·tive

NO WAY! TODAY IS NOT October 19, 1987. I was there, working for PaineWebber in the trenches, talking with Art Cashin on the floor of the New York Stock Exchange on our company squawk box! That was a 22% drop! If you look at todays 831 point drop thats only a little over 3% A 22% drop in todays numbers would be around 5,720 points in the Dow Jones Industrial Average. If you have questions about your Investments, the financial markets or want to learn how to get started in inv

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Expert: Take caution before choosing financial adviser

Stephen H Akin

Oct 8, 2018
3 min

Expert: Take caution before choosing financial adviser

It’s one of the most significant decisions a person can make: Who can I trust to monitor my investments? A five-letter acronym known as FINRA can be a good place to start. Known as the Financial Industry Regulatory Authority, FINRA offers a tool called BrokerCheck that offers free background checks of investment professionals. In the case of Lee Wimmer, the disgraced head of now-bankrupt Cornerstone Enterprises of Greenwood, a run of his name through the database reveals that

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Stephen H Akin

Sep 21, 2018
3 min

Changing Retirement Plan Rules

President Trump recently signed an executive order to make it easier for small employers to offer 401(k)s through multiple-employer plans and to review the rules on required minimum distributions (RMDs). Expanding access to multiple employer plans is a good idea and a central component of the Retirement Enhancement and Savings Act of 2018, which is winding its way through Congress. The recommendation regarding RMDs, however, seemed to come from left field. Left-field proposal

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Stephen H Akin

Aug 21, 2018
1 min

Disruptive Price: Free

It was just the other day I wrote about Fidelity cutting fees. This morning JP Morgan another Wall Street Powerhouse followed. The trend in the fast moving evolution of the Artificial Intelligence automated financial services platform is continuing. As my friends and clients know this is why I started my Firm. To offer a way through the nuanced world of investing, a/k/a the personal touch. You may have the fastest split second trading system in the world, but if you don't kno

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Stephen H Akin

Aug 1, 2018
1 min

No more "Customers Man"

Registered Investment Advisor’s are independent and objective. We serve clients in a fiduciary capacity that is not presently possible within a traditional commission brokerage format. HOW LONG HAVE I BEEN SAYING THAT Back in the day, with PaineWebber the financial consultant (Registered Representative) was often referred to as the "Customers Man" because we were the face of the firm that the customer knew. Today, another large investment house, Fidelity announced they are jo

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Stephen H Akin

Jun 8, 2018
2 min

Fintech

Even at a European conference about fintech, one country dominated the conversation: China. This week, hundreds of fintech companies, from startups to tech giants, gathered at the Money 20/20 conference in Amsterdam, Netherlands. One key theme at the gathering was China's leading role in the fintech industry. "Alibaba and Ant Financial, we are literally the world's largest fintech company, and we are the world's largest e-commerce company, and these two massive machines still

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Stephen H Akin

Jan 31, 2018
2 min

Experts offer investment tips for 2018

Walter Todd III, president and chief investment officer at Greenwood Capital provided a 2018 economic forecast Friday. ADAM BENSON | INDEX-JOURNAL Be smart, but be creative too. That’s the advice financial advisers have for people looking to diversify, re-calibrate or expand their 2018 investment portfolios. Officials forecast a brisk economy against the backdrop of a strong stock market and massive federal tax reform. “In some ways, this market reminds me of the period from

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Tax Tips to Consider as 2017 comes to an end

Stephen H Akin

Nov 30, 2017
3 min

Tax Tips to Consider as 2017 comes to an end

December is an excellent time to consider year-end tax planning moves to save taxes for 2017. Once tax season gets underway in Q1 2018, it’s too late for these smart ideas. Casualty loss deductions The tax reform framework repeals the casualty loss itemized deduction for 2018, so try to complete your claims to support a 2017 tax deduction. The 2017 disaster tax relief bill for Hurricanes Harvey, Irma and Maria victims exempts qualified disaster-related personal casualty losse

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Stephen H Akin

Nov 10, 2017
1 min

Year End Tax Planning

As 2017 comes to an end there is still time to take advantage of the many opportunities that will reduce taxes and create wealth. Financial markets have created a lot of gains over the past year. This is the time to take a serious look at your financial situation and determine what, if any, actions to take before the ball drops on new years eve. There have been many times in the past where I've helped my clients evaluate and rebalance their investment portfolio to be sure the

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Stephen H Akin

Oct 3, 2017
4 min

Financials Head To Congress!

As a Registered Investment Advisor I Offer Independent, Objective Advice. Bloomberg writes: Equifax Is Taking Over From Wells Fargo as the Financial Industry’s Villain Jesse Hamilton and Elizabeth Dexheimer Surane October 2, 2017, 3:55 PM EDT October 2, 2017, 4:51 PM EDT Ex-Equifax CEO will testify before House committee on Tuesday Wells Fargo chief also will speak with lawmakers about scandal Wells Fargo's Image Problem Gets Worse Wells Fargo's Image Problem Gets Worse Wells

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Stephen H Akin

Aug 25, 2017
3 min

Advice in a Stormy Financial Sea

Some of Stephen Akin’s jargon stems from his days spent on waters. He grew up in Houston, Texas, boating and fishing, and became certified as a Merchant Marine Master. So when he uses terms like “stormy” and “coasting” when referring to his multi-decade career in the securities business, it is often because of his lifelong affection with the sea. “When helping clients with their financial lives, you must monitor their position and the progress toward their goals,” says Akin.

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Fee Only Financial Planner: What's the Difference?

Stephen H Akin

Aug 24, 2017
2 min

Fee Only Financial Planner: What's the Difference?

September 23, 2016 Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice. Commission-based agents and brokers often take offense at this distinction. Blurring the difference, they created the category dubbed “fee base

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AKIN INVESTMENTS

Monolith

Eye of the Storm

Is your retirement plan on course?

2019 Financial Checkup

Moving forward in 2019

Year-end tax tips to boost your refund

Registered Investment Advisor Vs Stockbroker

Market per·spec·tive

Expert: Take caution before choosing financial adviser

Changing Retirement Plan Rules

Disruptive Price: Free

No more "Customers Man"

Fintech

Experts offer investment tips for 2018

Tax Tips to Consider as 2017 comes to an end

Year End Tax Planning

Financials Head To Congress!

Visit our Uptown Greenwood Office

Advice in a Stormy Financial Sea

Fee Only Financial Planner: What's the Difference?

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