Engineering and scientifically minded individuals and their families come to Michael Blackwell’s team to get help for their financial future. Every financial plan we create is tailored to their particular situation. What might work for someone without children who wants to retire early and travel, won’t necessarily work for someone with children or for clients who are taking care of elderly parents. We recognize this. This is why we spend so much time creating personalized plans.
Michael Blackwell came to this focus by working in the metals and technology business as an engineer in Pennsylvania. He recognized several things. While he enjoyed engineering, he found himself drawn to finance. Many of his hard-working colleagues were concerned about saving enough for retirement, being able to afford college for their children, and helping take care of elderly parents. Colleagues with Bachelors, Masters, and PhD degrees had little time to study financial planning intricacies, plus they had little trust of the system and a lot of uncertainty. After many discussions with friends, family and colleagues, Michael decided to study financial planning and enrolled in an executive program at Georgetown University in Washington DC. He learned He could make a difference.
A career change was made and he moved across the country to partner with his father-in-law in New Mexico. With our geographical proximity to two national laboratories, Los Alamos National Laboratory and Sandia National Labs, many of his clients are engineers and scientists. The team has had an active presence in the Los Alamos area for over 20 years. Michael’s background as an engineer combined with his passion for personal finance has made working with engineers and scientist a natural fit. Clients come to his team when they want to simplify their financial lives, have someone they can depend on, and want to reduce their financial uncertainty.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
See March On the Markets from the Global Investment Committee featuring
• “The Envelope, Please!” Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right?
• “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples.
• “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country.
• Plus, look for more on investment strategy, equities, bonds and alternative investments.
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On the Markets
The Blackwell – Carroll Group, Third Quarter 2015