Joshua Fisher-Financial Advisor

joshuafisher.ceterainvestors.com

The Facts About Income Tax

Check out this video on taxes. #IncomeTax

joshuafisher.ceterainvestors.com Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

joshuafisher.ceterainvestors.com

Inflation - Back to the Future

Even low inflation rates can impact your retirement outlook over time.

joshuafisher.ceterainvestors.com Even low inflation rates over an extended period of time can impact your finances in retirement.

joshuafisher.ceterainvestors.com

Surprise! You’ve Got Money!

There are billions in unclaimed dollars in the US. Is some of that yours?

joshuafisher.ceterainvestors.com Here’s a quick guide to checking to see if you have unclaimed money.

joshuafisher.ceterainvestors.com

Understanding the Basics of Medigap Policies

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

joshuafisher.ceterainvestors.com Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

joshuafisher.ceterainvestors.com

The Utility of Sector Investing

Sector investing may present an opportunity — if you do your homework. #investing

joshuafisher.ceterainvestors.com Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

joshuafisher.ceterainvestors.com

Insuring Your Business Against Cyber Liability

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec

joshuafisher.ceterainvestors.com 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

joshuafisher.ceterainvestors.com

Mastering Mobile Lingo

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

joshuafisher.ceterainvestors.com Do you understand these common mobile slang terms?

joshuafisher.ceterainvestors.com

You May Need to Make Estimated Tax Payments If…

Learn more about whether you need to pay estimated taxes.

joshuafisher.ceterainvestors.com Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

joshuafisher.ceterainvestors.com

Charitable Giving: Smart from the Heart

Three tips for giving smart from the heart.

joshuafisher.ceterainvestors.com Do you have causes that you want to support with donations? Here are three tips.

joshuafisher.ceterainvestors.com

Orchestrating Your Retirement Accounts

You’re the conductor of your 401k, IRA and taxable savings.

joshuafisher.ceterainvestors.com Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

joshuafisher.ceterainvestors.com

Global vs. International: What’s The Difference?

Do global and international mutual funds complement or conflict with each other?

joshuafisher.ceterainvestors.com International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

joshuafisher.ceterainvestors.com

Forecast

The market is as unpredictable as the weather. We’re here to help you prepare.

joshuafisher.ceterainvestors.com The market is as unpredictable as the weather. We’d love to help you prepare.

joshuafisher.ceterainvestors.com

Suddenly Single: 3 Steps to Take Now

Three steps may make a difference if you find yourself suddenly single.

joshuafisher.ceterainvestors.com Have you found yourself suddenly single? Here are 3 steps to take right now.

joshuafisher.ceterainvestors.com

Social Media: #NewestBusinessLiabilityRisk

#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

joshuafisher.ceterainvestors.com Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

joshuafisher.ceterainvestors.com

Saving for College 101

Saving for college doesn’t have to be as complicated as college itself.

joshuafisher.ceterainvestors.com Here’s a crash course on saving for college.

joshuafisher.ceterainvestors.com

The ABC’s of Auto Insurance

It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance

joshuafisher.ceterainvestors.com What kind of auto insurance should you have? Do you know?

joshuafisher.ceterainvestors.com

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

joshuafisher.ceterainvestors.com The tax rules that govern donating art are complex and confusing. Take a closer look.

joshuafisher.ceterainvestors.com

Estate Management Checklist

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

joshuafisher.ceterainvestors.com Is your estate in order? This short quiz may help you assess your overall strategy.

joshuafisher.ceterainvestors.com

Monthly Market Insights | April 2020

The spread of COVID-19 sent stocks tumbling last month, even as the health and economic costs of the pandemic continued to mount.

joshuafisher.ceterainvestors.com The Dow Jones Industrial Average dropped 13.74 percent, while the Standard & Poor’s 500 Index fell 12.51 percent. The NASDAQ Composite lost 10.12 percent.1

joshuafisher.ceterainvestors.com

Money Draining Food Myths

Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health

joshuafisher.ceterainvestors.com These food myths will really put a drain on your wallet.

joshuafisher.ceterainvestors.com

How Insurance Deductibles Work

Learn how #insurance #deductibles work, and how they can help you save money.

joshuafisher.ceterainvestors.com Knowing how insurance deductibles work can help you save money and give you peace of mind.

joshuafisher.ceterainvestors.com

Investments

The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

joshuafisher.ceterainvestors.com You’ve made investments your whole life. Work with us to help make the most of them.

joshuafisher.ceterainvestors.com

Investment Challenges of the Affluent Investor

With increasing wealth comes unique financial challenges.

joshuafisher.ceterainvestors.com Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

joshuafisher.ceterainvestors.com

Understanding the Basics of Medigap Policies

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

joshuafisher.ceterainvestors.com Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

joshuafisher.ceterainvestors.com

The Other Sure Thing

“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance

joshuafisher.ceterainvestors.com Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

joshuafisher.ceterainvestors.com

The Fed and How It Got That Way

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy

joshuafisher.ceterainvestors.com Here is a quick history of the Federal Reserve and an overview of what it does.

joshuafisher.ceterainvestors.com

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment
returns. #inflation #investment

joshuafisher.ceterainvestors.com Even low inflation rates can pose a threat to investment returns.

joshuafisher.ceterainvestors.com

Spotting Credit Trouble

How many credit cards do you have?

joshuafisher.ceterainvestors.com The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

joshuafisher.ceterainvestors.com

U.S. Personal Savings Rate

The savings rate is the government’s estimate of how much U.S. households are saving.

joshuafisher.ceterainvestors.com What can be learned from the savings rate?

joshuafisher.ceterainvestors.com

A Primer on Irrevocable Life Insurance Trusts

An ILIT could play a role in your estate strategy.

joshuafisher.ceterainvestors.com Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

joshuafisher.ceterainvestors.com

Types of Stock Market Analysis

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

joshuafisher.ceterainvestors.com Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

joshuafisher.ceterainvestors.com

The Power of Compound Interest

Ben Franklin used compound interest to make big contributions to his two favorite cities.

joshuafisher.ceterainvestors.com Learn how to harness the power of compound interest for your investments.

joshuafisher.ceterainvestors.com

Monthly Market Insights | March 2020

Last month, Coronavirus fears sent stocks into correction territory, as investors grappled with the rapidly unfolding story.

joshuafisher.ceterainvestors.com The Dow Jones Industrial Average lost 10.07 percent, while the Standard & Poor’s 500 Index dropped 8.41 percent. The NASDAQ Composite fell 6.38 percent.1

joshuafisher.ceterainvestors.com

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

joshuafisher.ceterainvestors.com The tax rules that govern donating art are complex and confusing. Take a closer look.

joshuafisher.ceterainvestors.com

The Best Apps in Travel

Here are some great #apps to make your next #trip a little more fun, and a little less stressful.

joshuafisher.ceterainvestors.com Technology tips to make your next trip even better.

Our Story

My name is Joshua Fisher and I am a Financial Advisor in Richmond, Virginia with Cetera Investors, a company dedicated to providing everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. I offer personalized service combined with a long-term approach and fresh thinking to help my clients: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones they love • Plan their legacy It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at 804-346-4670 or by e-mail at [email protected]

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC Advisory services are offered through Cetera Investment Advisers, LLC

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140 Eastshore Dr, Ste 105
Glen Allen, VA
23059
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