The economic challenges we face are new. The way we approach them must be, as well.
Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are your:
We help our clients identify their goals and achieve them.
We address your specific financial situation and guide you through the tough decisions.
We help improve your career or business with creative financial strategies.
We go beyond the numbers to make sure you feel confident in your decisions.
In other words, we are not your parents’ financial advisor.
With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you.
- A detailed roadmap to your financial life
- Complete context to your financial decisions
- Quarterly client service meetings
- Disciplined and diversified strategies tailored to your specific goals
- Passive and low cost approach with a transparent fee structure
- Protect what matters most
- Life, health and disability insurance
- Retain and motivate your talent
- Leverage tax strategies for your business
Douglas A. Boneparth, CFP®
For many Millennials, personal finance is a complicated area. There was never a class in high school, college or even business school that taught everything you need to know about personal finance. And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]
As the cartoon illustrates, many Millennials are being held back from achieving their goals because of debt. And don’t think our goals are just buying avocado toast or tickets to Coachella. We have real goals. Big goals like starting our own businesses, buying a home and saving for retirement. But we also have debt. This[…]
Welcome to part 2 of our back to basics of financial planning series. Now that you know how to become a master of cash flow, the next step you may want to ask is where should I invest the money that is left over in my budget? That is the wrong question! Yes, investing can[…]
In the next two blog posts, I want to go back to the basics of financial planning because even the most seasoned pros need a refresher every now and then. Let’s start with mastering cash flow. Despite being a generation that goes out more often and makes more purchases, Millennials are still spending less on[…]
Buying a home is a complicated process; from figuring out what you can afford to obtaining a mortgage to finding that perfect location. But, it can all be worth it when you find the perfect place for your family. With interest rates still relatively low, locking in that rate can be a plus for many[…]
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In the past year, I have seen a number of troubling statistics about Millennials not investing in the stock market. One study said 60% of Millennials aren’t investing and another said 80%. No matter which number, that percentage is too high. That is an incredibly large portion of the population that is not participating in[…]
How many times have you clicked on that article online that started with “Top 5 Ways..” or “Quick tips to..”? Probably a lot. We work hard on many things in our lives, but sometimes we all want a shortcut. Just like there is no miracle juice drink or 5 minute workout that will get you[…]
Many Millennials are delaying traditional life milestones that 20- and 30-somethings in the past would have already achieved such as getting married, buying a house or starting a family. We have a lot on our plates trying to achieve our goals of paying off student loans, saving for retirement or starting a business. Believe me,[…]