Part of a financial planning series.

Not sure you need a financial plan? This article is part of a series on why you might benefit from working with an independent fiduciary advisor to create a financial plan.

You may know what you need, and it's likely that you have some clear goals for what you would do if you won the lottery. But how can you make informed choices based on what you have? How will you take meaningful but conservative financial steps for the future? One reason you might benefit from going through the financial planning process is:

The beginning of a financial planning series. 

We regularly meet new Revolution Partners clients to begin the financial planning process. Frequently, we hear comments like, “I’m not really sure I need a financial plan” or “I don’t need any life insurance” (spoiler: we don’t sell insurance!).

The Revolution Partners Investment Committee recently released a market commentary to our clients. In summary, we have been following the United States markets with growing concern. Virtually every metric we monitor on a weekly basis indicates that both equity and bond markets, not to mention real estate generally, are overvalued. 

As stewards of our clients’ assets, we treat them as if they were our own, and we are positioned for a noticeable pullback in equity prices and a continued rise in interest rates. 

Broadly, we recommend keeping these four things in mind to stay prepared for market changes: 

We are pleased to introduce our new Revolution Partners team member, Amanda Pounders. Amanda is a native Memphian with a master's degree in accounting and a strong background in financial services.

About a year ago, we wrote a Mother’s Day-themed overview of the benefits and attributes of 529 plans here: Six Reasons to Save for Education with a 529 Plan. That post is still a great introduction to the structure and potential benefits of these plans for education savings.

For our next installment, we outline some of the common concerns related to starting 529 plans, and how to manage them. 

We were proud to have Revolution Partners featured in the Memphis Daily News special edition on financial services. Journalist Andy Meek interviewed Brian Fowler and and John Moss about our Memphis roots and our vision for helping clients Realize Life's Worth™.

A note from our Partner and COO Bob Lloyd

My goal as Chief Operating Officer of Revolution Partners is to provide technology tools that are:

1) effective for our teams and

2) impactful for our clients' experience.

I have an especially important additional factor in my responsibility:

3) to maximize our return on investment.

In many cases, the people who invested in this business—our members—are our family members, our oldest friends, our colleagues (ourselves!), and in some cases even our clients, too.

We don't take their trust lightly.

Many of you have followed the progress of the Department of Labor's Fiduciary Rule with us. On January 11, 2017, an article we wrote was published in the guest column of the Memphis Business Journal (MBJ).  If you are not a subscriber to the MBJ, you probably had a hard time accessing it on their site. So, we worked with them to get unlocked access to our article, and we encourage all of our readers to read it now: 

Bold Moves, and why you may want to consider your own