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Total: 20 results found.

Pre-retirees and Retirees

Created on Monday, 12 December 2011. Posted in Main Content/clients

... detailed income and expense projections to recommendations on investments, insurance and taxes. He created an investment portfolio geared to the couple's goals and level of risk tolerance. And working ...

Women in Transition

Created on Monday, 12 December 2011. Posted in Main Content/clients

The challenge: A couple's future had been thrown into doubt by the husband's Alzheimer's diagnosis at age 61. The wife's concerns were twofold: She needed to know that their investment portfolio was ...

Smart Yearend Tax Moves

Created on Friday, 15 July 2011. Posted in Main Content/Downing Street Blog

... to investment accounts: If certain investments with your taxable accounts have declined significantly this year, you can capitalize on that fact by writing off the losses against your income. Other smart ...

Staying the Course in Difficult Times

Created on Thursday, 14 July 2011. Posted in Main Content/Downing Street Blog

... even factoring out investment expenses, was an increase from $10,000 to more than $55,000. How could this be? I believe investors' lack of discipline—their emotional response to the market's ups and ...

Analyze

Created on Friday, 03 June 2011. Posted in Main Content/process

... on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.  ...

What do I get for my ongoing fee?

Created on Friday, 03 June 2011. Posted in Main Content/faq

That's a question that more clients should ask of their financial advisors. At Downing Street, your fee pays for a high level of service, including ongoing financial planning, investment management and ...

Will you need my approval when investments are bought and sold?

Created on Friday, 03 June 2011. Posted in Main Content/faq

No. For clients in long-term advisory relationships, we have the ability to make portfolio transactions without the client's formal approval of each one. We can buy or sell investments but do not have ...

What is your investment approach? Are you aggressive or safe?

Created on Friday, 03 June 2011. Posted in Main Content/faq

Downing Street uses a time-tested strategy of buying high-quality investments and holding them for long periods in order to capture their full appreciation potential. We don't believe in jumping in and ...

Are you a brokerage firm or advisory firm. What’s the difference?

Created on Friday, 03 June 2011. Posted in Main Content/faq

... we have no financial interest in recommending one kind of investment over another, since clients pay us the same amount whether we recommend, for example, investment A or investment B. Another key distinction ...

Where can I see my investment results?

Created on Friday, 03 June 2011. Posted in Main Content/faq

Clients' investment results are available in the statements they receive each quarter. Clients can also go online to check their balances daily, just as they would with a bank account. How does a smaller ...

Will my assets be insured?

Created on Friday, 03 June 2011. Posted in Main Content/faq

... client assets, is such a broker-dealer. Please note that investment losses are not insured.  ...

The market hurt my nest egg. Will I have to delay retirement?

Created on Friday, 03 June 2011. Posted in Main Content/faq

It's possible. The only way to know for sure is to evaluate your situation in depth. However, Downing Street believes that a well-managed investment portfolio should never shrink to the point where delaying ...

What does the term "comprehensive financial planning" mean?

Created on Friday, 03 June 2011. Posted in Main Content/faq

... use our expertise to recommend the mix of investments and insurance that, along with tax planning, will best help you reach your goals. It's an approach that we believe can lead to real peace of mind about ...

How do I transfer my money to you from another investment firm?

Created on Friday, 03 June 2011. Posted in Main Content/faq

Simply provide us with a copy of a current statement. We'll handle all the paperwork needed to set up a new account and transfer your assets.

Tax Planning

Created on Thursday, 02 June 2011. Posted in Main Content/services

... Downing Street founder Bob Morrison is also a Certified Public Accountant. That expertise allows him to provide tax guidance that can significantly impact your Retirement Planning and Investment Management ...

Asset Management

Created on Thursday, 02 June 2011. Posted in Main Content/services

Investing wisely is a key part of executing your financial plan. At Downing Street, we use our expertise to implement your asset management plan and continually monitor your investments. A Disciplined ...

Comprehensive Financial Planning

Created on Thursday, 02 June 2011. Posted in Main Content/services

Reaching your financial goals requires more than just picking good investments. To do things like pay for college, support charity, retire well and pass as much wealth as possible to loved ones, you need ...

Our Approach

Created on Thursday, 02 June 2011. Posted in Main Content/about

It’s easy to find financial professionals who are eager to sell you investments and other products. At Downing Street, we don’t sell any product. Our goal is broader: We advise you on how to meet your ...

Why Downing Street?

Created on Thursday, 02 June 2011. Posted in Main Content/about

Not all financial planning firms are created the same. Many seem to see their job as persuading “customers” to buy “products,” in the form of investments and insurance. At Downing Street Wealth Management, ...

Turning Goals Into Realities

Created on Monday, 29 November 2010. Posted in Main Content/main

... one product rather than another, we are free to recommend the investments, insurance and other solutions that you truly need and that are truly the best for your individual situation. The Downing Street ...

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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