Financial Planner Featured in Two Financial Articles

Jim McCarthy, NJ financial planner, featured in two New Jersey Money Helps articles. End Quote

Newark, NJ (1888PressRelease) September 02, 2015 - Rockaway, NJ - Guiding your journey to financial well-being. Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently featured in two New Jersey Money Help articles.

In the first article, "Looking for low-risk investments," it is made clear that all investments come with risk. To quote Jim McCarthy "the higher the desired rate of return the more risk you must take". Overall McCarthy advises the readers to determine their financial goals, see whether one is trying to generate retirement income or protect one's wealth. To him the best way to determine these factors is to "complete a risk tolerance profile with an advisor" or by using online tools.

Please click here to read the entire article: http://bit.ly/1IL0osa

In the second article,"Understanding mutual fund fees," Jim McCarthy states "all mutual funds and exchange-traded funds (ETFs) charge their shareholders an expense ratio to cover the fund's total annual operating expenses". He explains shareholders pay management fees to hire fund manager(s), which are generally included in the expense ratio. Although it is visible to share holders as a percentage, several other fees can be disguised under this number. With that being said, McCarthy discloses to the reader the fact that "details of what comprises a mutual fund's expense ratio [are] disclosed in the fund's prospectus."

The full article can be read here: http://bit.ly/1Ljgo5D

Directional Wealth Management specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.

Jim has been working as a financial professional for two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. He is a CERTIFIED FINANCIAL PLANNERTM professional and a Member of the Financial Planning Association (FPA). Additionally, Jim holds the Chartered Financial Consultant® designation.

Jim has been helping clients build personalized investment programs since 2003. Professionals, corporate executives and affluent families rely on him for comprehensive wealth management services. He believes financial planning is about a person's values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client's situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.

Jim was recently recognized as a Five Star Wealth Manager in New Jersey.

Read here: http://bit.ly/1LI0eTx

For more information on Jim, please visit www.profnetconnect.com/jimmccarthy or e-mail: jmccarthy ( @ ) wsfg dot com dot

Directional Wealth Management, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Only securities and advisory services offered through Wall Street Financial Group, Inc.(WSFG), Registered Investment Advisor. Member FINRA/SIPC.

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