THOR's Disciplined Approach
Jim Gore, CIO, discusses the first two steps of THOR's investment process. He uses these steps to describe an investment opportunity in Master Limited Partnerships (MLP's) today.Read More
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For the past 25 years, THOR has helped over 500 people, just like you, find financial security. In fact, CNBC has named THOR one of the top 100 fee-only wealth management firms in the country.
Building an appropriate financial plan is the place to start. All other financial decisions follow from this plan to protect your interests while building and preserving your overall wealth.
The right mix of investments is a key piece of your long-term financial success. Since our inception in 1992, THOR has utilized our proprietary investment model to help achieve the right mix of investments for our portfolios.
Years before retirement, careful thought and planning should be given to how your life savings will be spent when your career is over. How you navigate the tax laws can significantly impact the long-term savings for you and your family.
How will you protect your assets and your heirs from huge tax liabilities and probate court problems? Taking the right steps to maximize the wealth transfer to your family takes careful planning and execution.
Whether growing, buying, or selling a successful business, the financial and legal strategies associated with the business have great significance for your long-term planning. THOR works closely with business owners and executives when important decisions need to be made.
Taxes impact virtually every aspect of our life, regardless of income level. Proper planning is critical to making accurate investment and financial decisions.
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All of us at THOR are very passionate about what we do and we strive to make the best financial decisions for you on a daily basis. We hope to be your financial advisor for life, offering support for all of your key financial decisions along the way.
As of 4/1/18
Before the recent sell-off, the S&P 500 was more overvalued than the beginning of 2000 (when looking at price-to-sales ratio). This market sell-off is also different than that of 2000. Here we have seen all parts of the market sell-off initially. In 2000 this was not the case. There were…Read More
The U.S. government has a long standing history of including incentives in the income tax code to encourage home ownership. This is because of the positive impact home buying has on the economy - consumer spending makes up over two-thirds of the U.S. economy. Purchases of homes, especially new construction,…Read More