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Total: 13 results found.

Pre-retirees and Retirees

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

... to delay retirement. The good news: The couple came to Downing Street five years from their expected retirement date—leaving plenty of time to properly prepare. The plan: Downing Street's Bob Morrison ...

Individuals and Families Accumulating Assets

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

The challenge: With their careers firmly on track and their two kids now in school, the couple, in their early 40s, knew it was time to get serious about planning their financial future. Thanks to two ...

Smart Yearend Tax Moves

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

... approach can translate into a significantly lighter tax bill. The end of the year is a key time to take the initiative in trimming your tax liabilities. After Dec. 31, the moves you can make to alleviate ...

Staying the Course in Difficult Times

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

... downs—is to blame. Human nature causes people to pull their money out of the market when the market is down. That's the worst possible time to act, of course: By selling low, you lock in losses, and eliminate ...

When to Take Social Security?

Created on Wednesday, 13 July 2011. Posted in Main Content/Downing Street Blog

... when and how to start tapping your benefits. Doing so can help you wind up with thousands of dollars more over your lifetime. The "full retirement age" is 66 today, which is up from 65 about a decade ...

Goals

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

... understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you the advice you need.  ...

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

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

... the ability to withdraw cash. We let clients know each time a trade has been made, typically through e-mail or a phone call.  ...

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 ...

How often do you meet with each client?

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

We formally meet three times per year with each client, whether on the phone or in person. Downing Street principal Bob Morrison regularly travels to meet with clients, including those who live outside ...

How does your tax planning help me meet my financial goals?

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

Careful planning can help reduce the amount of taxes you pay, both over the short term and the long term. What seems like modest savings in the short term can make a big difference over time in achieving ...

News & Weblinks

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

News Services The Wall Street Journal Investor's Business Daily Barron's Online Bloomberg Forbes.com Fortune.com BizTimes.com MSN MoneyCentral ...

Asset Management

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

... Approach We are long-term, buy-and-hold investors. Numerous studies have shown that for most investors, buying and holding investments over longer periods provides better returns than trying to time ...

Comprehensive Financial Planning

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

... Downing Street draws from its broad expertise: We employ a responsible, time-tested approach to investing your assets. We advise you on the best way to insure all that is most important to you. And we ...

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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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