Letter from the Founder
I believe that in order to trust, grow, and have fulfillment in life you must have a clear sense of why you do what you do.
For over 29 years I’ve focused my professional life on a single mission: to work closely with families and provide them the best direction, service, and tools to help them build a secure and prosperous financial future.
The Fox Alliance started as a one-man operation in 1986, and since then has turned into a full-fledged team of financial advisors with diverse backgrounds and 65 years of combined experience. I invite you to learn more about our team and our approach. We now have the privilege of serving hundreds of families throughout the country.
Over the years, I’ve helped guide my clients through dramatic economic changes. From the stock-market prosperity in the 1990s to the dot-com bubble in the early 2000s, and most recently the devastating effects of the Great Recession.
One thing has been constant: money is a powerful tool. It can bring all of us a great deal of anxiety or peace-of-mind. I’ve spent my life witnessing the enormous impact a sound portfolio can have on the life of my clients, the people I serve. Sometimes, it literally kept their life together when everything else around them failed. And with those experiences, I’ve learned that more than anything else, my clients wanted – needed – to trust that I was dedicated to their goals no matter what challenges we’d face together. I have greatly embraced that trust.
By focusing on the right financial principles and models, we can make the biggest difference in people’s futures and, most importantly, help empower them to live a better life today.
– Bill Fox, Founder and President, The Fox Alliance
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Rightsizing for Retirement
What does your home really cost?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all your options when it comes to managing your taxable income?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?