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
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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Marriage changes everything, including your insurance needs.
A quick look at how federal income taxes work.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Read this overview to learn how financial advisors are compensated.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
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 are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
There are three things to consider before dipping into retirement savings to pay for college.