Skip to content
Timonier Logo Timonier Logo Timonier Logo
  • Home
  • ABOUT
    • OUR STORY
    • OUR TEAM
  • Services
    • HUMAN CAPITAL
    • FINANCIAL PLANNING
    • INVESTMENT ADVISORY
    • TAX PLANNING
    • ESTATE PLANNING
    • REAL ESTATE
    • 401(k) SOLUTIONS
    • PHILANTHROPY
  • RESOURCES
    • QUARTERLY NEWSLETTERS
    • WHITE PAPERS
    • VIDEO RESOURCES
    • BLOG
    • CALCULATORS
      • SOCIAL SECURITY BENEFITS
      • AUTO BUY vs. AUTO LEASE
      • MORTGAGE LOAN
      • BENEFICIARY REQUIRED MINIMUM DISTRIBUTIONS
      • REQUIRED MINIMUM DISTRIBUTION (RMD)
  • CLIENT LOGIN
  • GETTING STARTED

Coronavirus and Market Volatility

nick2020-02-26T18:13:24+00:00February 26th, 2020|401(k) Participant, 401K, Behavioral Finance, Blog, Capital Markets, Estate Planning, Global Economics, Investment Advisory|

Coronavirus and Market Volatility Market declines are an inevitable part of investing — what matters is how we respond. Nevertheless, periods similar to this past week may cause investors to have concerns. Since the [...]

Read More

From the Engine Room: Q4 2019

nick2026-06-16T14:29:29+00:00January 27th, 2020|Global Economics, Investment Advisory, Quarterly Updates|

Eliminating Stress with a Plan & Gratitude a“Nothing can stand up to gratitude. There's no negative emotion -- not fear, not self-doubt, not sadness, and certainly not anger -- that can survive exposure to [...]

Read More

From the Engine Room: Q3 2019

nick2026-06-16T14:28:59+00:00October 15th, 2019|Global Economics, Investment Advisory, Quarterly Updates|

Discovering the Truth If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go [...]

Read More

Key Questions for the Long-Term Investor

nick2019-09-03T15:18:11+00:00August 15th, 2019|401(k) Participant, Behavioral Finance, Blog, Capital Markets, DFA, Evidence Based Investing, Investment Advisory, Investment Management, Investment Philosophy, Perspectives|

Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. n Trying to answer these questions may [...]

Read More

From the Engine Room: Q2 2019

nick2026-06-16T14:28:29+00:00July 24th, 2019|Global Economics, Investment Advisory, Quarterly Updates|

The Truth in Silence When it comes to making financial decisions, how do you know what is "noise" and what is substance? Even educated judgments can be very “noisy,” and that’s before we even [...]

Read More

From the Engine Room: Q1 2019

nick2026-06-16T14:24:55+00:00April 24th, 2019|Global Economics, Investment Advisory, Quarterly Updates|

Danger: The Flood of Information Did you know that of the 2,786 equity (stocks) mutual funds in existence in 2004 that only 51% of those funds still existed at the end of 2018? This [...]

Read More

From the Engine Room: Q4 2018

nick2026-06-16T14:23:41+00:00January 16th, 2019|Global Economics, Investment Advisory, Quarterly Updates|

A New Year's Resolution for Health and Wealth: Focus on the Inside Value We have all been programmed to think the way we do about investing through the hypnotic messaging of Wall Street, Bank [...]

Read More

From the Engine Room: Q3 2018

nick2026-06-16T14:22:49+00:00October 23rd, 2018|Global Economics, Investment Advisory, Quarterly Updates|

Globalization...an Emerging Story When building a globally diversified investment portfolio it is important to note that the portfolio's higher returning securities will be muted by the lower returning securities, and vice versa, in any [...]

Read More

From the Engine Room: Q2 2018

nick2018-07-18T18:30:22+00:00July 18th, 2018|Global Economics, Investment Advisory, Quarterly Updates|

Overall, the second quarter of global market activity was accompanied by a lot of the same headlines as Q1. Volatility surged on, trade wars were fought, data privacy rights were scrutinized and the internet [...]

Read More

New Rules for Kiddie Taxes

nick2018-05-25T15:33:03+00:00May 25th, 2018|Blog, Estate Planning, Investment Advisory, Tax Planning|

Kiddie Taxes: New Rules for 2018 Like many other tax rules under the new regime, the kiddie tax rule has undergone some changes in 2018. For those of us who are unfamiliar with the [...]

Read More
Previous345Next


Quick Links

Careers
Calculators
Social Security
Media Resources

Resources

Timonier ADV
Privacy Policy
Timonier Form CRS
Client Wealth Portal
Fidelity Investments
Charles Schwab
Ubiquity Retirement

Company

WINSTON-SALEM, NC

121-B Reynolda Village,
Winston-Salem, NC 27106

336.725.5010

© 2016- Timonier. All Rights Reserved.
Page load link