Direct Indexing. If you’ve read about it, you may be wondering what it is, how it works, and whether it’s worth using for your own investments.
How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.
Investing in I Bonds: Making Lemonade Out of Inflationary Lemons
Is rising inflation souring your financial plans? Outside of your core portfolio, there is a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about U.S. Series I Saving Bonds (“I Bonds”).
A Case for Reverse Mortgages (Even When One is Not Needed)
3-Part Series: Interest Rates, Inflation, and Investment Strategy
After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?
Part 2 in a 3-Part Series: Interest Rates, Inflation, and Investment Strategy
Part 1 in a 3-Part Series: Interest Rates, Inflation, and Investment Strategy
Update to Ukraine, Remaining in the Market and Diversification
An update regarding Ukraine
Healing What Hurts: The Essential Role of a Financial Therapist
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. However sometimes, we uncover bigger pain points we need to move past before we can move on. Read More >
Fighter Planes and Market Turmoil
When To Invest Versus When To Hold Back
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.
A Fix for Social Security Insolvency?
Evidence-Based Investing
Reasons Americans Aren’t Working
We know that staffing shortages are leading to wage inflation, but what can the Census’s ongoing Household Pulse Survey tell us about the labor shortage? Read More >
Six Financial Best Practices for Year-End 2021
Quarterly Market Review - Third Quarter 2021
It’s Time to Get Reacquainted with Survivorship Life Insurance
With the $3.5 trillion dollar infrastructure bill facing a reconciliation vote, high income earners and the ultra wealthy are clearly in the crosshairs of tax hikes, putting the need for estate liquidity back on the forefront of transfer tax planning. Read More >
