Eight Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.
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My Favorite Financial Planning App
Published by Andrew Rogers I had a realization not all that long ago, that in 6 short months (now 3), I would be walking across a stage at graduation and embarking on a new journey. A journey that replaced homework, with potential long nights at the office, replaced studying on a Saturday w …
Why You Should Know Your Family Index Number
Published by Paul West You can’t get to your destination if you don’t know where you are going. What is asset management? When you think about asset management, most people immediately think it’s all about how a wealth advisor invests your money.
Diversifying Your Portfolio
Published by Tyler Schlumpf and Ron Carson, There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different …
Financial Decisions to Make Today to Avoid Regret Tomorrow
Published by Teresa Milner The constant barrage of daily decisions can easily cause fatigue and tire out our brains. This can cause us to suffer from the inability to make good decisions. Whether we realize it or not, we are all a product of our decisions. Financial decisions are made daily …
Intestate Succession
A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.
Win the Game of Life (Insurance)
Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost.
