Garrett & Robinson Investment Management & Wealth Planning

We offer a second opinion to investors looking to improve their financial plan.

What financial advice would you give to your younger self? https://garrettandrobinson.com/

For many Americans, navigating the maze of health insurance options can be dizzying. Much of that changes at 65, when individuals generally are eligible for Medicare. Here is a breakdown of how Medicare worksand your coverage options for filling in the gaps. http://garrettandrobinson.com/preparing-for-healthcare-cos/

SEASONAL (TAIL)WINDS Garrett & Robinson Weekly Commentary

Hey Siri, remind me about my investment goals.

You can only achieve what you believe.

We want to fully understand the why behind your financial goals: your purpose, your motivations, and the values driving them.

Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. Here’s a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility. https://garrettandrobinson.com/what-you-need-to-know-about/

Just like a game of chess, it's important to have a forward-looking approach when investing.

Leaving your job? What about your 401(k)? Essentially, you have four options. You can 1. Leave it with your old employer 2. Move it to your new employer... 3. Roll it into an IRA 4. Cash out the account Let’s discuss which option is right for you.

Being patient is simple in theory, but it’s not always easy to execute. This means staying invested when it feels like you should sell and resisting the urge to make unnecessary changes.

WHAT TECHNOLOGY'S CORRECTION MEANS Garrett & Robinson Weekly Commentary