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Research

This section of our website provides information, education and tools for you to learn more about finances.  If you have ideas for topics that you want to learn more about, we would love to hear from you.  We are always looking for ideas from consumers about what they want to learn about.  Email your ideas to: info@lynchfinancialadvisors.com

 

 

 

Books

Overcoming Financial
Dysfunction: Why Smart
People Do Stupid Things with
Money by Bert Whitehead
The Ultimate Parenting
Map to Money Smart
Kids by Linda Leitz
The Young Couple’s
Guide to Growing Rich
Together by Jill Gianola

Want your own copy of one of these books?  Schedule a complimentary one-hour meeting. The books are also available online by clicking on the book title above.

 

 

 

Lynch Financial Advisors Newsletters

Once a month, we send out a Lynch Financial Advisors newsletter.  It’s entertaining and enjoyable to read (not boring financial stuff!)  It includes a community spotlight (clients getting involved in the community), reviews on local businesses, our blog, etc.  You can always opt out, but we think you’ll want to keep it coming!

Join our mailing list!

 

 

 

 

Association Newsletters

The National Association of Personal Financial Advisors provides an e-newsletter Planning Perspectives every 2 months The newsletter shares short educational articles submitted by NAPFA members.  You can download them

Planning Perspectives January/February 2011

 

The Alliance of Cambridge Advisors provides a quarterly newsletter.  You can download them from our website by clicking on the issue(s) below.

 

Spring 2011 Financial Focus

 

 

 

White Papers

Risk Assessment vs. Absolute Return

Does greater risk equal greater return? After many years in the market, ongoing research and

comparative study, Lynch Financial Advisors concludes that taking risks with your investment dollars doesn’t always add up.  Read more

 

 

 

Pursuit of a Financial Advisor Field Guide

Are you looking for a financial advisor, but don’t really know where to start?  The National Association of Personal Financial Advisors (NAPFA) offers a field guide to help consumers learn the questions to ask, what to look for and where to find the type of advisor they are looking for. Click below to download the guide.

Click Here

 

 

 

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.