2018 was a roller coaster ride for asset prices as market volatility not seen in 2017 burst onto the scene. The Federal Reserve tightened monetary policy, and U.S. economic fundamentals were strong. Fast forward to 2019, and while the Fed said it would be “patient” for now, there are already indications that economic growth and
I recently wrote this guest post for The Law Offices of William Strachan and wanted to share; it’s about the role a Certified Divorce Financial Analyst® can play during the divorce process and how one can help if you’re going through a divorce. Enjoy! It’s widely documented that the number one issue that couples fight
The wholesale cost of U.S. goods and services had the biggest decline in December in five months, largely due to lower gasoline prices. In addition to a big drop in gasoline prices, the cost of other key household expenses like groceries and health care haven’t risen much. And the cost of oil dropped sharply over
5 Important Reasons Why You Need a Trust Instead of a Will
Author’s note: This post was originally written in 2016, but I have revised it with new and updated content. Is it better to have a will or trust? When discussing people’s estates and whether they have a will in place, there is one question that frequently arises: “Should I have a will or a trust?”
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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

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Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450