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  • Home
  • About AHC
    • Firm Overview
    • Our Team
      • Principals
      • Client Relations Team
    • Careers
  • Client Services
    • Portfolio Management
    • Financial Counseling
    • Fee Schedule
  • Resources
    • Newsletters
    • Blog
  • Contact Us

Tag Archives: adell harriman and carpenter inc

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Reorganizing a Formulaic Portfolio To Meet Actual Retirement Needs

BlogBy AHCAdminMay 3, 2018Leave a comment

I have to admit this is a growing point of contention for me in the financial services industry.  I came across a 401(k) plan the other day for a person in her late sixties who has had a very successful career.  She asked our advice about rolling over her 401(k) to an IRA.  As we…

The Twelve Step Program to Get Your Financial Life Back on Track

BlogBy AHCAdminApril 25, 2018Leave a comment

Congratulations on admitting you have a problem.  That’s step one.  The journey to financial health may now begin. 1.       Admit you have a problem-you don’t yet have a grip on your finances. 2.       Take a financial assessment of yourself just like you would a business.  Begin with the good old fashioned “Assets – Liabilities =…

Stay Away from These Troubles in College

BlogBy AHCAdminApril 25, 2018Leave a comment

Before we begin, let’s start with the general understanding that money itself has a cost.  It sounds strange to those who are not in the financial world, but a dollar borrowed from one source may be more expensive than a dollar borrowed from another source. If you borrow a dollar from a friend (pay them…

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