Financial Planning | Rowan Financial

When Do I Need a Financial Planner?

When do I need a Financial Planner

Sometimes Seeking Help is Obvious and Sometimes It’s Not Many times in life, it’s a pretty straightforward decision to contact a professional service provider. For example, if a strong thunderstorm tears through your neighborhood, rips some shingles off your roof and you end up with a puddle in your living room, you know it’s time…

Diversification Isn't Enough

Diversification Alone Isn't Enough

Guest Post by David Waldrop, CFP® Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all of your eggs in one basket.” If XYZ stock is the basket you put all your eggs into and it goes haywire, all your eggs are gone. And…

The 80 Percent Approach to Personal Financial Planning

Personal Financial Planning Success

What Does a Dead Italian Guy Have to Do with My Personal Finances? I’m a big fan of the Pareto Principle. It is named after Italian economist Vilfredo Pareto and is also known as the “80/20 rule.” When observing commerce during the late 19th and early 20th century, Pareto noticed that 80% of an economy’s…

This website is limited to the dissemination of general information about Rowan Financial, LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet. The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice. Rowan Financial, LLC is registered with the Pennsylvania Department of Banking and Securities. Rowan Financial, LLC and its representatives are in compliance with the current registration requirements applicable in those states our clients reside. Rowan Financial, LLC and its representatives may only transact business or communicate individually with any client/prospective client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it registered or qualifies for an exemption from registration. To determine whether or not our firm is registered in your state contact our office or your state’s securities law administrator. You can also find this information at www.adviserinfo.sec.gov. Our CRD number is 146650. Although we may not currently be registered in your state, we may register in your state if warranted or required to provide our services to you.