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 February On the Markets from the Global Investment Committee featuring
• “What’s Holding It Up?” A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.
• “The Big Debates of 2017” In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.
• “The Case for Active Management” Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.
• Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests.
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On the Markets
The Blackwell – Carroll Group, Third Quarter 2015