Thank You for Nine Years!
NorthStar Capital Advisors would like to take this special occasion to thank you, our loyal clients and friends, as tomorrow we celebrate 9 years of financial planning and investment management. We have come a long way since we rolled out our objective and disciplined approach to investing in 2006. Our success is attributable to clients and friends who faithfully support our business and receive great service and advice in return.
We deeply appreciate your loyalty and support over the past 9 years. We hope you and your family have a safe and happy holiday!
With heartfelt thanks,
Chris Mullis, Jimmy Irwin & David Berger
Thank You for Eight Years!
NorthStar Capital Advisors would like to take this special occasion to thank you, our loyal clients and friends, as today we celebrate 8 years of managing investment portfolios. We have come a long way since we rolled out our objective and disciplined approach to investing in 2006. Our success is attributable to clients and friends who faithfully support our business and receive great service and advice in return.
We deeply appreciate your loyalty and support over the past 8 years. We hope you and your family have a safe and happy holiday!
With heartfelt thanks,
Chris Mullis, Jimmy Irwin & David Berger
Thank You for Seven Years!
NorthStar would like to take this special occasion to thank you, our loyal clients and friends, as today we celebrate 7 years of managing investment portfolios. We have come a long way since we rolled out our objective and disciplined approach to investing in 2006. Our success is attributable to clients and friends who faithfully support our business and receive great service and advice in return.
We deeply appreciate your loyalty and support over the past 7 years. We hope you and your family have a safe and happy holiday!
With heartfelt thanks,
Your NorthStar Team
Like Herding Cats?
Do you ever get the feeling that managing your finances is like herding cats? If you’re like the typical person with dozens of banking, credit card and investment accounts housed at an array of financial institutions, it sure can feel like it!
Here are two great ways to corral your accounts and take control of that herd!
#1 Use Mint.com to get a comprehensive, “live” view of your accounts
Mint.com is a free web-based personal financial management service. Mint’s primary service allows users to track bank, credit card, investment, and loan transactions and balances through a single user interface. Users can also make budgets and goals.
It takes less than five minutes to set up an account and start loading your accounts. Each time you log in, Mint automatically polls your financial service providers for the most up-to-date balances for all your accounts.
#2 Consolidate your retirement accounts
It’s not uncommon for people to have four or more investment accounts (e.g., 401(k)s, profit-sharing accounts, IRAs, etc) that they have accumulated from working at various companies or even inherited. You should consider rolling accounts that have the same tax deferred treatment into a single giant IRA.
Consolidating your accounts will make it easier for you to monitor performance, rebalance your portfolio, maintain your asset allocation, and manage required distributions.
NorthStar Capital Advisors has an article What to Do with Your Old 401(k) that walks through the options including creating a consolidated “Rollover IRA” that will help you see the big picture more easily and help you make more informed decisions.
Smart Money Newsletter ~ November 2012
The latest issue of Smart Money is hot off the press!
Smart Money is a NorthStar publication that covers financial education, money management, and investment strategies.
Here’s what you’ll find in the latest issue:
Financial Readiness — As Critical As Fully Charged Batteries
In light of the incredible impact of Megastorm Sandy last month, we want to spotlight the importance of “financial readiness” when it comes to disaster preparedness. It’s just as critical as filling the gas tank in your car and making sure you’ve got plenty of batteries ahead of an emergency.
What to Do With Your Old 401(k)?
Be it from changing jobs or retiring, it’s very common to have at least one old 401(k) account accumulating cobwebs in a dark corner of your financial closet. Shine a light there and make sure you’re doing the right thing. Here’s a quick overview of how to make a savvy decision with managing your old retirement accounts. Want more details? Check out our in-depth companion article on 401(k) choices available here.
Click the cover image to view or click here to download it directly. You can always get the latest issue of Smart Money by visiting www.nstarcapital.com/newsletters.
Given the universal importance of financial readiness, please do your friends and family a favor by sharing this article with them.
Thank You for Six Years!
NorthStar would like to take a moment to thank you, our loyal clients and friends, as today we celebrate 6 years of managing investment portfolios. We have come a long way since we rolled out our objective and disciplined approach to investing in 2006.
Our success is attributable to clients like you who faithfully support our business and receive great service and advice in return.
Thank you again for your loyalty and support over the past 6 years. We are excited about what the future holds and we are thankful to be a healthy organization, consistently updating and improving our abilities to serve you. We appreciate your trust, and we’ll continue to do our best to give you the kind of service you deserve. We remain ambitious and committed to making both your investments and NorthStar Capital Advisors even more successful!
Best regards,
The NorthStar Team
Smart Money Newsletter ~ December 2011
Searching for a unique holiday gift for your friends and family? Read the latest issue of NorthStar’s newsletter for two money-savvy recommendations for both young and old.
Here’s the December issue of Smart Money. This is a complimentary newsletter published by NorthStar Capital Advisors that covers financial education, money management, and investment strategies.
Click the cover image to view or click here to download it directly. You can always get the latest issue of Smart Money by visiting www.nstarcapital.com/newsletters.
The Investing 101 column defines “rebalancing” and describes why it’s important to optimize your portfolio. This quarter’s issue also covers the academic origins of NorthStar and words of wisdom from John Bogle, an investment giant of the 20th century.
We hope you find this information useful. Please feel free to share with family and friends if you find it valuable. Best wishes for the holiday season!
Thank you
Smart Money Newsletter ~ September 2011
Here’s the September issue of Smart Money. This is a complimentary newsletter published by NorthStar Capital Advisors that covers financial education, money management, and investment strategies.
Click the cover image to view or click here to download it directly. You can always get the latest issue of Smart Money by visiting www.nstarcapital.com/newsletters.
The lead article describes how financial fraudsters come in all guises and often scam people in their most intimate social circles. Please help protect yourself, your friends, and your family by learning to recognize these swindlers and sharing this article with others.
The Investing 101 column walks you through the asset allocation puzzle, the biggest decision you will make regarding your investments. The newsletter also covers college savings and advice from Warren Buffett.
We hope you find this information useful. Please feel free to share with family and friends if you find it valuable.
Thank you
$mart Money Newsletter ~ May 2011
$mart Money is a quarterly newsletter published by our company. The lead article discusses how our natural instincts can seriously erode our investment returns and how to avoid these pitfalls. The Investing 101 column reviews the basics of stocks and bonds.
Download your free copy of the $mart Money Newsletter
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