Monthly Archives: April 2016

April 2016

Our 4 favorite ETFs at the moment

By |April 29th, 2016|

The following 4 ETFs are favorites of ours at the moment, and are included in at least 5 of our Model Portfolios:

  • (8) VYM – Vanguard High Dividend ETF. Yield: 3.10%. Expense ratio: .09%
  • (8) VNQ – Vanguard U.S. Real Estate ETF. Yield: 4.28%. Expense ratio: .12%
  • (7) IVV – iShares S&P 500 Index ETF. Yield: 2.28%. Expense ratio: .07%
  • (5) IGHG – ProShares Interest-Rate Hedged Corp. Bond ETF. Yield: 3.64%. Expense ratio: .30%

We’re ready to take on your comprehensive financial plans

By |April 27th, 2016|

Now that we’re through tax season, we’re ready to take on your comprehensive financial plans.

Let us know if you’d like to look over your situation in detail!

Check out more about our offerings here:

 

From Sommers Financial Mangement Facebook Page

By |April 21st, 2016|

For those of you who think Joyce is just too sweet, this is the email with picture attached that she sent to Adam today:

Hi Adam,

Hope you have a great Birthday weekend. We are eating triple-fudge brownies in honor of your special day (picture attached)! Too bad you aren’t here to enjoy them. We’ve had 6 days of 80+deg weather so far in April, but today is an ideal 75 deg. I thought about sending you chocolate but I’m pretty sure it melts in 95 deg weather.

Best wishes,
Joyce

Isn’t that just mean? wink emoticon

Quick, run in to the office and have a bite, before Joyce and Misty eat them all!