Blog

Being realistic about investment performance will help you stay on track.

In an ideal world, would you prefer your investments to perform worse than expected, as expected, or better than expected?

I suspect, for both the short and the long term, you’d prefer them to do better than expected.

Credit cards: A minimum payment might help you in the short term but could be one of your most expensive decisions.

Want to be your credit card company’s favorite customer? Just max out your card’s limit, agree to pay interest at a rate of 18 percent to 25 percent, and make only the minimum payment each month.

Wealth management is a financial services term that gets thrown around a lot and, yet, is not well understood even by people in the business. Wealth management and financial planning are very similar paths. They both assist clients with investment decisions and goals. However, what uniquely distinguishes the field of wealth management from financial planning is the clients.

Have you made any resolutions for New Year’s?

Not only do we have to break the habit of writing 2019, when we really mean 2020, but the dawn of a new decade also creates a unique opportunity for scammers.

How exactly, you ask?

It can be both fun and educational for your kids.

When it comes to teaching children about money, you should get them involved early…as young as 7 or 8 years of age. Have them help with the bill paying. Expose them to preparing your tax return. And, if you have the money, set up a brokerage account for them. Let them pick a stock or two.

10 Essential To-Do's to Wrap Up Your 2019 Finances.

#10  Use any remaining flexible spending account balances.

It’s hard to predict the best days in the markets, and the cost of missing them can be high.

A 2018 study estimates that just over half of Americans age 34 to 65 won't run short of money in their retirement years. They're the fortunate ones. Unfortunately, on the flipside, that means just under half will run short of money.

With the world becoming more digital by the moment, it’s no small wonder that online security is at the forefront of user’s minds these days. Using tools such as strong passwords can help protect your identity online, which can in turn protect your financial information, important files, and more.