Jeremy Torgerson

Personal Finance, Small Business, Lifestage Based Planning
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“As the CEO of nVest Advisors, Jeremy Torgerson specializes in serving the financial needs of working families, small business owners, educators, and employer-sponsored plans.”
Firm:

nVest Advisors, LLC

Job Title:

CEO

Biography:

Jeremy Torgerson is the CEO at nVest Advisors, LLC, a registered investment advisor firm in Texas and Colorado, and has over 10 years of experience in the finance industry. Jeremy has been a small business owner for 20 years, and has mentored small business owners and startups for several years.

Jeremy is quoted reqularly in major US financial media. He also podcasts on financial topics, and blogs on his personal finance  and success blogs, thinklikearichguy.com.

Assets Under Management:

$8 million

Fee Structure:

Monthly Planning Subscription Fee (Varies by complexity)
Asset Management Fees (varies by program and custodian)

CRD Number:

5546264

Insurance License:

#General Lines

Disclaimer:

nVest Advisors, LLC, is a state-registered investment adviser in Texas and Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this profile shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by nVest Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Opinions expressed herein are solely those of nVest Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. nVest Advisors, LLC does not recommend specific financial advice without a signed service agreement with each client and does not provide professional tax or legal advice. This information does not represent a solicitation to complete a financial transaction with the firm.

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    College Tuition, Investing, Bonds / Fixed Income
I have almost enough money saved for my daughter's four years of college in a 529 account; should I move it all into a money market account to preserve principal?
0% of people found this answer helpful

I'd move a portion to Money Market - maybe 20%, but not all of it. And increase the amount in money market by 20% each year going forward. Remember, you won't need 100% of this money the moment she arrives on-campus, and there is still 4 years (or more) of inflation happening in her college expenses coming up.

Yes, bond funds are down right now but that's mostly because there is so much interest in stocks at the moment. That can change at any time (in my opinion, it's a bit overdue).  Also, remember you aren't in bonds for the GROWTH, but for the INTEREST.

August 2018
    IRAs, Taxes
If I contribute to an IRA now in 2018, can I report it in my 2017 tax return if I filed an extension?
August 2018
    Investing, ETFs, Stocks
Is it better to invest in stocks individually or in an ETF which covers all the stocks in which I want to invest?
83% of people found this answer helpful
August 2018
    IRAs, Taxes
Can I roll an IRA into an online brokerage account without paying penalty fees or being taxed if I am 60 years old?
100% of people found this answer helpful
August 2018
    Retirement, IRAs, Retirement Plans, Women & Money
Should I convert my two 403(b) accounts into a Roth IRA?
August 2018