Investment Management

June 2020

Where Is Your Retirement Money?

Maybe you’ve been saving for retirement for years, but do you know where your assets are? To some, this may seem like a relatively unimportant topic — you’re contributing to a market that has some growth potential for retirement, so...
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May 2020

Bonds Versus Bond Mutual Funds: What Are the Differences?

One of the most common investments many people could have is a fixed financial vehicle, specifically a bond. This is a different vehicle than a bond mutual fund, but they are commonly confused with one another. Today we’ll be discussing...
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May 2020

Who Are You as an Investor?

One of the first questions you will probably be asked when you sit down with a financial advisor is “who are you as an investor?” Which is an interesting question considering you’ve probably come to the financial advisor to find...
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March 2020

Why COVID-19 Proves You Need a Portfolio X-Ray

It’s been a wild few weeks. On a global scale, COVID-19 has impacted the health of thousands and the day-to-day lives of millions. On an economic level, the S&P and Dow Jones have lost 27% and 29% in a month,...
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March 2020

Wall Street vs. Main Street

One of the questions we get asked all the time is “what is the difference between the market and the economy?” The question is a source of confusion for many people. You turn on the TV and see the market...
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March 2020

A Whole New Thing

New Things Happening With MONEY UNLEASHED Hoffman Financial Group stands apart from other financial planning firms. A huge reason for that is we’re always researching and discovering new developments, then passing that information to our clients. We’ve become so proficient...
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February 2020

How To Instantly Find New Money In Your Portfolios

There was a story a while back about an armored truck that released thousands of dollars onto the interstate in Atlanta — it was quite literally raining money! As a result, people were pulling over to grab some free cash....
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February 2020

Cash is DEAD!

At Hoffman Financial Group, we get asked this question all the time: “How much cash should I have in my portfolio?” It’s a good question, but here’s the problem. Cash loses its value due to inflation, which can automatically drag...
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February 2020

Why 4% Withdrawals Don’t Work in Retirement

For years it’s been said if you withdraw 4% of your money in the market, you’ll never run out because the market gives you 7%. Then 2001 and 2008 happened. Today, many people will tell you varying percentages to take...
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February 2020

How Cash Can Cripple Your Retirement Dreams

According to a recent study from DataTreck, there are $3.4 trillion in money market funds as of the first week of October 2019, which is 14% higher than in 2018 and has risen every week since May 2019.1 While moving...
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Investment advisory services offered through Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Hoffman Financial Group and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.

Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.