As we head into the end of the year (and the holiday season), we take a moment to reflect on some important articles and topics from the past month. People are cord-cutting and adding streaming services at a rapid rate. Whether or not you’re saving (enough) for your financial goals, it’s important to understand the…
A lot has happened in the past month. Quite a bit has also stayed the same. Since our last newsletter, there has been impeachment inquiry begun in the House of Representatives and a tentative agreement with China on a “phase one” of a trade deal. Outside of political commentary, there has been quite a few good articles on personal finances in the past month.
There has been a lot going on in the world lately. While it’s easy to focus on the volatility of the markets in August, I also wanted to bring you some important news articles from the last couple of weeks. Last year, there were over 1200 data breaches in the US alone exposing 446 million records. In 2017,…
Your Changing Definition of Risk in Retirement Some things to consider. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. What…
Financial Strategy for Athletes Step One: Find a trusted financial coach; Step Two: Listen to your coach. Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also know a thing or two about being a good sport when things don’t go your way….
Your digital assets should not disappear into a void when you die.
When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well.