Our Commentary

Health Savings Accounts-More Powerful than an IRA 8/12/07

Health Savings Accounts-More Powerful than an IRA 8/12/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 8/12/07 Health Savings Accounts-More Powerful than an IRA 8/12/07   “Health Savings Accounts- More Powerful than an IRA” 8/12/07 Everyone knows that healthcare costs continue to soar with no end in sight.  Many people blame the […]

Invest Like a Millionaire-Part III 8/5/07

Invest Like a Millionaire-Part III 8/5/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 8/5/07 Invest Like a Millionaire-Part III 8/5/07 “Investing Like a Millionaire- Part III” 8/5/07   More self-made multimillionaires use business ownership as their road to riches than any other strategy.  Investment real estate uses the power of financial […]

Invest Like a Millionaire-Part II 7/29/07

Invest Like a Millionaire-Part II 7/29/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 7/29/07 Invest Like a Millionaire-Part II 7/29/07 The Birmingham Newsby Stewart H. Welch, III  “Investing Like a Millionaire- Part II” 7/29/07   Last week, I began a three part series on how self-made millionaires invest their money based […]

Invest Like a Millionaire-Part I 7/22/07

Invest Like a Millionaire-Part I 7/22/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 7/22/07 Invest Like a Millionaire-Part I 7/22/07 “Investing Like a Millionaire- Part I” 7/22/07   Last week I outlined the ‘Simplest Money Management System in the World’ and assuming you adopt it, you will soon have money available […]

Simplest Money Management System in the World 7/15/07

Simplest Money Management System in the World 7/15/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 7/15/07 Simplest Money Management System in the World 7/15/07 “Simplest Money Management System in the World” 7/15/07   To become wealthy, you must become a good money manager.  For many people, all that is needed is […]

Financial Independence Day 7/8/07

Financial Independence Day 7/8/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 7/8/07 Financial Independence Day 7/8/07 “Financial Independence Day” 7/8/07   Earlier this week, we all celebrated our country’s independence, a freedom that was won through the blood, sweat and tears of many brave Americans.  Why not use our country’s Independence […]

Fractional Interest Exotic Real Estate- Your Next Vacation Home? 7/1/07

Fractional Interest Exotic Real Estate- Your Next Vacation Home? 7/1/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 7/1/07 Fractional Interest Exotic Real Estate- Your Next Vacation Home? 7/1/07   “Fractional Interest Exotic Real Estate- Your Next Vacation Home?” 7/1/07 Have you ever dreamed of owning a luxury home on an exotic […]

Term Life Insurance Owners Beware 6/24/07

Term Life Insurance Owners Beware 6/24/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 6/24/07 Term Life Insurance Owners Beware 6/24/07 “Term Life Insurance Owners Beware!” 6/24/07   Billions of dollars worth of term life insurance is sold each year as a way to protect families from the premature death of a […]

Be Careful When making Personal Loans 6/17/07

Be Careful When making Personal Loans 6/17/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 6/17/07 Be Careful When making Personal Loans 6/17/07   “Be Careful When Making Personal Loans” 6/17/07 Having been a financial advisor for over thirty years, I’ve seen just about every imaginable financial twist and turn. Requests for […]

Investing in College Real Estate 6/10/07

Investing in College Real Estate 6/10/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 6/10/07 Investing in College Real Estate 6/10/07 “Investing in College Real Estate” 6/10/07   Your son or daughter has just graduated from high school. You almost can’t believe that your child is an adult, heading off to college. […]