Ted's Blog
Weekly Market Insights: Delta Variant Concerns Markets

In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening.The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...
Read MoreValue Investing Article

I've been honored to have been quoted in US News & World Report in an article on Value Investing. I hope you enjoy the read. https://money.usnews.com/financial-advisors/articles/why-value-investors-need-be-quality-investors-too
Read MoreSecuring a Strong Retirement Act of 2020, a.k.a Secure Act 2.0
Saturday, October 31, 2020Greetings, In my attempts to keep you informed about new things to help with your financial planning, I have been made aware that there is new legislation that is being proposed entitled the Securing a Strong Retirement Act of 2020 -...
Read MoreShow All
Don't Just Do Something; Sit There!
Sunday, August 30, 2020During this pandemic time, I'm reminded about how much fear there is in the world. Fear of missing out (FOMO), fear of losing money, fear of catching a contagious virus, and fear of losing a job. When I think of fear, I think of...
Read MoreBirthdays To Plan Your Finances Around

As we achieve different ages, there are opportunities to plan our finances based on legislated laws. Be aware of the following ages and what to do for each attained age: Age 50 - this is the age at which you can start to make catch-up...
Read MoreReasons why an in-service withdrawal from your 401k is worth considering

In many 401ks and other forms or retirement accounts, there is a little known provision that will allow you to roll money out of your 401k into your own IRA while you are still working. You do have to be 59 1/2 years old to do so...
Read MoreDon't Just Do Something; Sit There!

During this pandemic time, I'm reminded about how much fear there is in the world. Fear of missing out (FOMO), fear of losing money, fear of catching a contagious virus, and fear of losing a job. When I think of fear, I think of...
Read MoreBecause You Retire Doesn't Mean Your Investment Portfolio Should Too

It’s easy to understand why people want to be more conservative with their investments as they move closer to their retirement, however, what they need to do is more important than what they want to do with their financial assets...
Read MoreInheritances and Estate Planning

Estate planning is an important part of a family’s overall financial plan. Grandparents and parents want to do well for themselves, however, they may be torn as to how the next generation may handle the wealth they want to pass...
Read MoreCharacteristics Found in People of the Greatest Generation

My dad died at age 75 when I was age 30. He was an older dad and I was his last son and child. I think of my dad a lot and have grown to appreciate him and his character more as I get older. Why? I am my dad’s son and I feel like...
Read MoreSuccess Through Goals and Plans

I have the best profession in the world that provides the opportunity to work with successful people. It is an honor because, not only do I get know them and work with them, I get to learn from them. One objective way the world...
Read MoreIs your retirement nest egg cracking before you get to retirement?

When I advise my clients about their retirement, I can’t just focus on asking them “how much are you saving”? or “do you think you are conservative or aggressive”? These are questions to be addressed,...
Read MoreThe Big Five

As young people, we grabbed tigers by the tail and we held the whole world in our hands. It seemed that everything came easily and the sky was the limit. Then, in the blink of an eye, many are faced with the fact that retirement is 20...
Read MoreIt Starts With Being Personal

My roots in the financial services industry started in 1987 when I began working at Fidelity Investments. Over the next ten years, the best education I received was learning the securities industry while helping customers with mutual...
Read MoreBasketball and the Stock Market

It seems that most people love to attend events that spawn intense rivalries or fierce competition or both. I think of rivalries like the Boston Red Sox and Cincinnati Reds in the 1975 World Series, arguably, the best World Series ever...
Read MoreMajor Tax Savings and Incentives Small Business Owners Need to Know About

Small businesses have a big disadvantage to larger businesses in terms of taking full advantage of the tax savings opportunities they could be taking. The following is a list of some major tax savings and incentives that can make a big...
Read MoreBuild Wealth During Recessions, Not Fear

There are many sayings about fear and the affects it can have on decisions we make. One says, "there is nothing to fear but fear itself", attributed to Sir Frances Bacon, and used by presidents Franklin D. Roosevelt, and John F....
Read MoreThe Price of "Safe"

SAFE IS NOT ALWAYS SAFE. What do I mean by that? Safe is safe in the very short term, however, as time stretches on, safe becomes unsafe because of a couple of things, 1) inflation, and 2) opportunity cost. Let's start with opportunity...
Read MoreNew Website - Come in and Take a Look Around
Wednesday, January 25, 2017Hello Friends, Happy new year all, here we are in 2017! A new year and a brand new look for the www.snowfinancialgroup.com website has arrived. Please visit my new website and explore the treasure trove of creative and informative...
Read More