The Ins and Outs of 529s and other College Planning tools As we enter into mid-August, now is the time to be thinking about starting (or adding to) a college fund for your child, or grandchild. There
Allocating Your Portfolio: For the High Net Worth Family
ALLOCATING YOUR PORTFOLIO This is the utmost important decision. Before determining which investments, or how to structure your investment vehicles, you must know your desired portfolio. This starts w
Worried about Rising Inflation? Here’s what to do
What if inflation ticks up? Will this impact my portfolio? Many individuals especially those nearing and in retirement are facing this question. An article I have linked here offers a deep dive into F
Why the stock market makes you feel terrible most days?
Why the stock market makes you feel terrible most days? Money Psychology 101 (3-minute read) You’ve glanced at the markets, it’s a down day, the third this week, and you’re feeling terrible. Why is th
Rising Inflation Expectations
One Year Later: Rising Inflation Expectations Posted: 4/1/2021 by Jurrien Timmer The road to a full economic recovery post-COVID may be paved with higher rates. &nbs
Saving in your 30s
Save early and save often. We’ve heard this. Compound interest and time are our greatest attribute. But how much should we actually save? Well, this depends on your lifestyle goal. For instance, an in
4 Common FAQs about Personal Finance
Q1. SHOULD I INVEST NOW OR WAIT UNTIL THE STOCK MARKET IMPROVES? A. Now. Nobody can tell you when the stock market will improve, but when it does, you will have missed all of the gains, and you will b
Risk, Not Volatility, Is the Real Enemy
Risk, Not Volatility, Is the Real Enemy Grant us investors the wisdom to know the difference. As the market has been dropping in recent days, what has been your strategy? a. Add more money to my accou
Investing – Staying The Course
Investing – Staying The Course I stumbled across an excerpt written by Paul Merriman, a highly respected investment professional. Take a look: “There are many financial concepts we can apply metaphori