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Portfolio Management

A Look Back at 2018 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

A Look Back at 2017 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

The Price of Gold Over the Last 40+ Years

Many investors consider buying into the gold sector as part of a diversified portfolio. In this post, we take a look at the historical price and rate of return of gold over the last 43 years.

A Look Back at 2016 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. As we look back on 2016, here are a few key takeaways:

To Roll or Not to Roll? Your Guide to Employer-Sponsored Rollovers

While working, most individuals save for retirement through employer sponsored plans such as 401(k)s, 403(b)s, or 457(s).

How Long Will Your Money Last?

One of the most common questions we receive from clients is how much money can safely be withdrawn from an investment account without eating into principal? Of course, your specific financial needs and goals will impact when and how much you withdraw from your accounts.

Our Team Approach to the Investment Process

As our current clients already know, our firm utilizes a team approach when it comes to our investment process. This approach is different from what many other firms are doing in the industry.

Spring Cleaning Challenge: Part 1, Consolidate

Spring cleaning should not be limited to just your closet, attic or garage! It is important to take time to clean up some aspects of your financial plan as well. In this 4 part series, we will discuss some ideas to help you get organized.

Keeping Perspective During Turbulent Times

During these turbulent market cycles, Veater Financial Group strives to keep our clients informed and provide necessary long-term perspective. Click below to watch our most recent market recap by George.

Interest Rate Changes: How do they affect me?

"Interest rates are at historic lows!"

I feel like I hear this every day as part of a radio ad on my way to work. Since the Federal Reserve pushed interest rates down in 2008 to encourage lending and soften the impact of the financial crisis, we have been waiting for the day that interest rates start to climb back up.

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The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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