If you are like many conservative investors nearing retirement, adding a higher rate of equities to your portfolio can seem like risky business. But a portfolio that relies too heavily on fixed income carries its own form of risk. In our low-interest rate environment bond yields are low, and if your portfolio isn’t outpacing the […]
Utilizing Investment Opportunities to Achieve Goals Read More »
Parents are a child’s first and most important teachers. Natural learning opportunities arise daily to teach children lessons in health, safety, manners and morals: eat your vegetables, don’t touch the hot stove, always say “please” and “thank you”, and treat others the way you wish to be treated. All are essential truisms for leading a
Financial Education is an Investment in Itself Read More »
Distraction from the media, uncertainty or volatility in the markets, or pressure to buy and sell from friends, colleagues, financial “gurus” and other less than reliable sources for investment advice can directly challenge an investor’s ability to make consistent, rational and logical investment decisions. The barrage of information coupled with some inherent behavioral biases can
Emotional Investing and Consequences of Behavioral Biases Read More »
In a perfect world, planning for retirement should be exciting (I can’t wait to retire early!), easy (automatic savings/contributions) and not stressful (I have so much money to save!)
Finding Confidence in Retirement Planning Read More »
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: When Rates Go Up, Do Stocks Go Down? CONTINUE READING
Second Quarter 2017 – Quarterly Market Review Read More »
Your time has finally come. You spent your years since high school scraping by on ramen noodles and pulling all-nighters so that you could score that great job, right? Now you have paid your dues for a few years and the time has come for you to get a raise or a bonus. This is
Did You Get a Raise? Don’t Let Lifestyle Creep Eat It Up Read More »
It is inevitable–every day we get a little bit older. The time to begin planning for the next generation is now. As successful heads of your family, you have worked very hard saving for your future, taking care of your family and creating a plan for retirement. It’s possible that with a few additional conversations,
Family, Legacy and the Importance of Communication Read More »
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: Investment Shock Absorbers CONTINUE READING
First Quarter 2017 – Quarterly Market Review Read More »
If we look at society and societal norms, a lot of weight is given to success when it comes to defining happiness. If we see a person who is successful, it is often assumed that they are happy. On an existential level we should consider what it all means. In reality, we actually have no
How Do You Define Financial Success? Read More »
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