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The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury? […]

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Elite Wealth Planning

What it is and why it matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what elite wealth planning is—how it works and […]

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Wellness and Healthcare cost progress is noted…

By taking steps to improve health and invest the savings, working Americans have an opportunity to significantly increase longevity and generate additional retirement savings.This past week brought some interesting news items including how strategy initiatives for health care reform centered on curbing high drug prices, while creating competition and price transparency as free market levers […]

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A Investment Opportunity that remains alive and well…

Buying low and selling high is a focus of every investment decision for 360 Wealth Resources clients. We focus on it in your asset allocation and Dimensional Funds focuses on it in every fund we allocate to.  Why is this the critical decision? Because of an investment law that is always in place called “Reversion […]

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Reflections on Taxes 2018 and looking forward to 2019

I read last week that “polls” indicate folks were unhappy with the 2018 tax experience. Every single tax return touched over here (+ 25), had a response of lower taxes than in 2017.  Why does the media insists that folks were unhappy with Tax Reforms in 2017 when the majority of responses were positive? Could […]

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Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

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