tags archives: family-financial-website

 

  FFW642
 

Welcome to the Family Financial Website

  • Written by David
  • December 8, 2011 at 4:54 pm
  • 0

The Need for Holistic Advice The Family Financial Website will allow you, the client, to create, for the very first time, a holistic view of your entire financial ‘picture’. You will be able to receive targeted financial guidance from Gratke Wealth on any or all of your financial positions regardless of the location of such [...]

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  sketches4website-Gratke-642
 

The Anchoring Effect: How to Save Investors From Inertia

  • Written by David
  • November 29, 2011 at 4:09 pm
  • 0

Source: Savita Iyer-Ahrestani, AdvisorOne Click here for full article. Selected text from article and bolded by Gratke Wealth. Instead of protecting clients in rough waters, the anchoring effect prevents them from staying afloat Although it has become much easier for individual investors to adjust their retirement accounts as often as they wish, human nature is [...]

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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.