Blog
Learn how we approach personal finance through our library of free articles.
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Basic Financial Tips for Widows
Dec 07, 2015 |
4 Minute ReadLet’s discuss the unthinkable… you seem to have it all, a beautiful house, three healthy children, a financially stable life, and a loving devoted partner, but what happens when the unthinkable scenario of suddenly becoming a widow turns into a reality? Your world is turned upside down almost instantly. You are now a widowed mother of three with expenses that you just cannot afford on your own. According to the New York Times, “the household income for widows typically declines 37 percent after a spouse dies” (“New Widows Have Another Concern: Their Finances”, 2015). The sudden drop in household income…
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What is an ETF?
Dec 07, 2015 |
6 Minute ReadAn Exchange Traded Fund (ETF) is an investment vehicle designed to track a particular index by offering ownership in a basket of securities that replicate that index, such as the S&P 500 or the Dow Jones Industrial Average. ETFs trade like stocks on major exchanges and offer several benefits such as lower expense ratios, trading flexibility and tax efficiency.
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Variety of Objectives Offered Using ETFs
ETFs were first introduced in 1993, tracking the S&P 500. At that time there were only a few ETFs with about $500 million in assets. Now there are more than 700 ETFs available, with assets totaling more… -
About Daniel O. Uribe
Jun 28, 2015 |
1 Minute ReadWealth Advisor | Managing Partner Mr. Daniel Uribe joined LPL Financial in 2007. He enjoys working with clients in more than 23 states. For years, he has been recognized as a top financial advisor at LPL Financial and named to LPL’s Patriot’s Club (Patriot's Club is a premier honor awarded to less than 8% of LPL’s approximately 16,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL).
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Prior to joining the firm, Mr. Uribe spent many years acquiring broad-based, analytical, management and financial experience working in sectors as diverse as Government, a Washington… -
Dan Uribe named to Patriot’s Club at LPL Financial
Mar 17, 2015 |
2 Minute ReadFor immediate release Contact: Shelby Lopez 540-801-8000 info@goodwealthonline.com Dan Uribe Recognized as a Top Financial Advisor by LPL Financial Harrisonburg, VA – February 1, 2015 – Daniel Uribe, an independent financial advisor affiliated with LPL Financial at Good Wealth Management in Harrisonburg, VA, today announced that he was recognized as a top financial advisor and named to LPL’s Patriot’s Club. This premier honor is awarded to less than 10% of the firm’s approximately 14,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL. “We congratulate Dan Uribe on this achievement, which exemplifies excellence in the financial services…
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Welcome
Jan 14, 2015 |
2 Minute ReadWelcome to Good Wealth Management! Thank you for visiting our website. Are you considering establishing a new relationship with an unbiased team of financial advisors? To help you better understand who we are as Good Wealth Management, I will answer a few important questions. What do you mean that you are "independent?" We are locally owned. Our business is not controlled by any outside investment firm. We are under no pressure to sell "proprietary" products. Our priority is to provide unbiased and independent advice to our clients. We think of ourselves as "sounding boards" for each client and his/her unique needs. We desire to…
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