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Month: July 2014

Boomers are again ‘hitting the road’ in retirement

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The Bakersfield Californian July 23, 2014 Summer vacations can give people itchy feet. That’s what happened to my clients, who I will call Pete and Carol. High school sweethearts, the couple enjoyed long, successful careers – Pete as a teacher; Carol as a registered nurse. They raised four kids, who now are grown and raising … Read more

Portfolio Newsletter 2Q 2014

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This year has been a tale of two extremes. The U.S. stock market continues to shrug off any bad news as it marches toward new highs. At the same time, interest rates continue to fall despite renewed Fed tapering and the fact they will eventually increase interest rates. The Fed’s purpose in continuing to maintain … Read more

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Advisory services offered by Atlas Financial Advisors Inc., a Registered Investment Advisory firm. The opinions expressed on this site are those solely of Steven Van Metre and do not necessarily represent those of Steven Van Metre Financial or Atlas Financial Advisors, Inc. (AFA). This website is made available for educational and entertainment purposes only.

Steven Van Metre is an insurance broker (CA License #0D45202) and Investment Advisory Representative (CRD #4994543) of Atlas Financial Advisors, Inc. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of Steven Van Metre Financial or Atlas Financial Advisors, Inc. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of AFA’s Part II of Form ADV and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services.

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